Add Prospects to a Pipeline from the Prospecting Tool

The Prospecting Tool helps find potential new business by searching for companies or local businesses by keyword, location, and radius.

Finding prospects

1. Open the Prospecting Tool.
2. Search using a keyword, location, and radius.
3. Review the results.

Sending a prospect into your pipeline

1. Select the prospect from search results.
2. Choose the Pipeline and Stage.
3. Confirm — the prospect becomes a tracked opportunity immediately.

Why this is useful

Closes the gap between finding a lead and tracking it as a deal, with the same reporting, automation, and follow-up tools as inbound leads.