Prospecting
Settings
Configure prospecting behavior, quotas, and integration preferences.
Prospecting settings let you control how leads are discovered, how long they stay active, and how they integrate with other features. These settings are organized into four groups.
Quick Overview: Configure lifecycle rules, quotas, search categories, and route planning behavior to match your team's prospecting strategy.
Lifecycle Rules
Control when leads and prospect customers change status.
| Setting | Description | Range |
|---|---|---|
| Dormant after months | Months of inactivity before a prospect customer is marked as dormant | 1–24 |
| Active requires rep | Require a sales rep assignment before a lead is considered active | On/Off |
Quotas
Manage how many leads your organization can track.
| Setting | Description | Range |
|---|---|---|
| Max active leads | Maximum number of active leads in your database | 100–10,000 |
When the quota is reached, new searches won't add more leads. Convert, archive, or remove existing leads to free up space.
Harvesting
Configure how and where the system searches for new businesses.
| Setting | Description |
|---|---|
| Search categories | Types of businesses to search for (e.g., auto dealers, repair shops, parts suppliers) |
| Allow harvesting in route planning | Enable automatic lead discovery when building sales routes |
| Allow harvesting in Snap Activity | Enable the Leads section in the Snap Activity panel |
Search Categories
Add or remove business categories to focus discovery on the types of businesses most relevant to your industry. You can type custom categories or select from the predefined list.
Planning
Control how leads interact with route planning.
| Setting | Description | Range |
|---|---|---|
| Dormant visit percentage | Percentage of route stops for dormant customers | 0–100% |
| Revisit cooldown days | Minimum days before a lead is offered again after being planned | 1–90 |