The prospecting tool lets you search for and analyse potential clients based on their online presence and digital needs. Here's how to configure it to suit how you work.
Accessing The Settings
Navigate to the Prospecting tab inside the Marketing section and switch to the Settings option.
Report Settings
In Report Settings, you can deselect and reorder the sections included in future reports.
Click Save once you're done reorganising.
AI Report Configuration
Use this option to enable or disable AI-generated reports.
If you're enabling these reports, fill in the required information to select which prospects to notify your business of.
Click Save once you're satisfied.
Manage Subscription
You can use this option to cancel your subscription to the Prospecting Tool.
Use these settings to make sure your results fit your needs, using AI-generated reports and readily available information to help grow your business.