Prospecting
Find prospects
Search for businesses that match direct discovery criteria
Find provides a focused way to discover opportunities by market, location, and business criteria before adding them to Prospects
What this workspace includes
- Search criteria
- Business results
- Available business context
- Add-to-prospects action
Complete workflow
- 1
Define the market
Choose location and business criteria
- 2
Run the search
Review matching organizations
- 3
Inspect a result
Check fit and available context
- 4
Add useful opportunities
Continue from the new prospect record
How records and settings behave
- Search results are not CRM records until added
- Adding creates or connects the prospect
- Criteria remain relevant to the current search
Working effectively
- Use a narrow market hypothesis
- Review fit before adding
- Avoid creating duplicates
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Find prospects?
Choose location and business criteria
When is my work saved?
Search results are not CRM records until added
How do I confirm the result?
Return to the related list or detail view and review its current status. Criteria remain relevant to the current search