The prospecting tool allows users to search for and analyze potential clients based on their online presence and digital needs. Let’s explore the Settings section to tailor its functioning to your needs.

Accessing The Settings #

Navigate to the Prospecting tab inside the Marketing section and switch to the Settings option.

Report Settings #

Switching to the Report Settings, you can unselect and reorder the sections included in future reports.

Click Save once you’re done reorganizing.

AI Report Configuration #

To enable or disable AI-generated reports, head to this option.

If generating these reports, fill out the information required to select the 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 options to ensure your results fit your needs, helping you leverage AI-generated reports and easily available information to grow your business.

Frequently Asked Questions #

Where are the Prospecting Tool settings? #

Navigate to the Prospecting tab inside the Marketing section and switch to the Settings option.

What can I adjust in Report Settings? #

You can unselect and reorder the sections included in future reports, then click Save to apply your changes.

Can I turn AI-generated reports on or off? #

Yes. Use the AI Report Configuration option to enable or disable AI-generated reports.

What do I need to do to generate AI reports? #

Fill out the required information to select which prospects to notify your business of, then click Save.

How do I cancel my Prospecting Tool subscription? #

Use the Manage Subscription option within the Settings to cancel your subscription to the Prospecting Tool.

Do report section changes affect existing reports? #

Report Settings changes apply to the sections included in future reports generated after you save.