If you find yourself needing help with the Prospecting Tool, the articles in this section will benefit you. The Prospecting Tool helps you discover potential leads, evaluate businesses, and surface outreach opportunities directly inside the platform.

Use the guides in this section to learn how to run searches, interpret results, and turn prospects into contacts you can engage through your campaigns and workflows.

Frequently Asked Questions #

What is the Prospecting Tool used for? #

The Prospecting Tool helps you identify and research potential leads so you can build targeted outreach lists and grow your pipeline.

Where do I find the Prospecting Tool? #

The Prospecting Tool is accessed from within your account’s main navigation. The articles in this section walk through locating and launching it.

Can I save prospects as contacts? #

Yes. Prospects you discover can be added to your contact records so you can engage them through campaigns, workflows, and conversations.

Do I need any special permissions to use it? #

Access depends on your account plan and user role. If you cannot see the tool, check with your account administrator about enabling it.

How accurate is the prospecting data? #

Results are drawn from available business data sources. Always review and verify details before adding a prospect to active outreach.

Where should I start if I am new to prospecting? #

Begin with the overview articles in this section, then follow the step-by-step guides to run your first search and review results.