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This article explains how to create, customize, and embed a Prospecting Widget on your website. The widget allows visitors to submit their business details and instantly receive insights such as listings accuracy, reviews, website…
Deliver professional, branded reports that help you stand out and convert more prospects. The Report Builder allows you to fully customize how your reports look, feel, and communicate your value—giving you control over branding,…
Providing controlled access to prospecting tools allows individual accounts to independently discover leads, generate reports, and manage outreach activities. This feature ensures each account operates within its own dedicated workspace while maintaining centralized control…
Automatically generating Marketing Audit Reports through workflows allows you to instantly analyze every new lead’s online presence. This helps you understand opportunities faster, personalize outreach, and improve conversion rates without manual effort.TABLE OF CONTENTSWhat…
Prospect Migration allows you to move prospects into linked accounts so they can be managed more effectively with account-level tools and follow-up processes. This makes it easier to organize leads, personalize nurturing, and improve…
Marketing audit reports provide valuable insights into a prospect’s online presence, helping you highlight opportunities and start meaningful conversations. You can easily share these reports via email, SMS, or a direct link to engage…
This guide will help you set up workflow triggers for new prospects generated through the Prospecting Tool, whether they are created directly in-app or via embedded widgets. This allows you to automate actions based…
