Prospecting
Prospect reports
Create and share a business-focused prospect analysis
Prospect Reports turns research and recommendations into a structured sales asset connected to the opportunity
What this workspace includes
- Report list
- Business analysis
- Recommendations
- Preview and public sharing
Complete workflow
- 1
Open a prospect
Choose the opportunity to analyze
- 2
Create or open its report
Review available source information
- 3
Complete the analysis
Refine recommendations and key findings
- 4
Preview and share
Inspect the customer-facing report
How records and settings behave
- The report remains linked to its prospect
- Public sharing does not expose CRM navigation
- The report preserves its selected content
Working effectively
- Verify business facts
- Make recommendations specific
- Preview every section before sharing
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 Prospect reports?
Choose the opportunity to analyze
When is my work saved?
The report remains linked to its prospect
How do I confirm the result?
Return to the related list or detail view and review its current status. The report preserves its selected content