Discovering Leads
The Prospecting map lets you explore your territory and discover businesses that could become customers. Search any area to find nearby businesses, view details, and start building your lead pipeline.
Using the Prospecting Map
Searching an Area
- Open Prospecting from the hub menu
- Go to the Leads tab
- Click on the map where you want to search
- The system searches for businesses within the selected radius
- New leads appear as markers on the map
Map Markers
The map uses different markers to help you distinguish between leads and existing customers:
| Marker | Meaning |
|---|---|
| Lead marker | A new business that could become a customer |
| Customer marker | An existing customer in your database |
Lead Details
Click on a lead marker to view:
- Business name and category
- Address and distance from search center
- Phone number (if available)
- Website (if available)
- VAT/Tax ID (if available)
- Rating and review count (if available)
How Discovery Works
When you search an area, the system:
- Searches external sources for businesses matching your configured categories
- Checks for duplicates by comparing names, addresses, phone numbers, and tax IDs against your existing customer database
- Filters results to show only genuine new opportunities
- Calculates a data quality score based on how much information is available for each lead
Automatic Deduplication
The system uses multiple signals to prevent duplicates:
| Signal | What It Checks |
|---|---|
| Tax ID | Exact VAT/tax number match |
| Phone | Normalized phone number comparison |
| Website | Email domain matching |
| Location + Name | Proximity combined with business name similarity |
When a lead closely matches an existing customer, it's flagged for review rather than shown directly.
Search Categories
The types of businesses discovered depend on your organization's configured search categories. Common categories include automotive dealers, repair shops, parts suppliers, and related businesses.
Lead Quota
Your organization has a maximum number of active leads. The quota bar on the dashboard shows current usage. When the quota is reached, new searches won't add more leads until existing ones are converted, archived, or removed.