Overview
Prospecting helps your team discover new business opportunities by finding potential customers near your existing territory. The system automatically searches for businesses, filters out duplicates, and presents qualified leads ready for your sales team to visit.
How Prospecting Works
The prospecting workflow follows four stages:
| Stage | What Happens |
|---|---|
| Discover | The system searches for businesses in your territory using external data sources |
| Qualify | Automatic matching filters out businesses that are already your customers |
| Assign | Managers assign qualified leads to sales reps for visits |
| Convert | After a successful visit, convert the lead into a customer record |
Prospecting Dashboard
The Prospecting workspace gives managers a bird's-eye view of all prospecting activity.
Stats Overview
The dashboard displays key metrics:
- Active Leads — Total number of leads available for assignment
- Pending Reviews — Leads that may match existing customers and need review
- Active Reps — Sales reps currently working on prospecting assignments
Assignments by Rep
A visual breakdown shows how leads are distributed across your team, helping balance workloads.
Ways to Discover Leads
Prospecting integrates into your daily workflow through multiple entry points:
Lead Lifecycle
Every lead goes through a clear lifecycle:
- Discovered — A business is found and added to your leads database
- Matched — The system checks if the business already exists as a customer
- Available — No match found; the lead is ready for assignment
- Assigned — A sales rep is responsible for visiting
- Visited — The rep visited the location
- Converted — The lead becomes a customer in your system
Leads that don't result in a conversion can be marked as Not Interested or Blacklisted to prevent them from appearing again.