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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