Marketing Category

How to find Leads for a business using Prospecting Tool

Lead Contact Details

Users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including:

Lead Information: For each generated prospect, users can now access vital lead details such as their role, expertise, and more.

Social Media Profiles: Easily connect with prospects through their linked Facebook, Twitter, and LinkedIn profiles (if available).

Location Details: Gain insights into the geographical location of prospects, helping you tailor your outreach strategies effectively.

Contact Information: Access essential contact details including phone numbers and email addresses, streamlining your communication process.

How to Access POC Details of a Prospect:

In the Sub Account View, go to "Prospecting" in the side navigation menu

Go to any Prospect Account in the Dashboard

Proceed to Point of contacts tab to view the Lead information

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