How to find Leads for your business using Prospecting Tool

Modified on: Fri, 23 Aug, 2024 at 2:52 AM

Lead Contact Details

Agency 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 Agency 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


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article