Accessing Lead Details in the Prospecting Tool

The Prospecting Tool provides a centralized location to view comprehensive information about your leads, making it easier to understand and engage with potential prospects. You can access key details such as contact information, professional background, and social media profiles—all in one place.

What Information Is Available?

When using the Prospecting Tool, you can view the following details for each lead:

• Lead Information: Includes the prospect's role, areas of expertise, and other relevant professional details.
• Social Media Profiles: Direct links to the lead's Facebook, Twitter, and LinkedIn accounts, if available, helping you connect on multiple platforms.
• Location Details: Geographic information about the prospect, useful for tailoring outreach or understanding regional context.
• Contact Information: Essential details like phone numbers and email addresses to streamline communication.

How to View Lead Details

To access the detailed information for a specific prospect:

1. Navigate to Prospecting in the side menu of your CRM's Agency View.
2. Select a prospect account from the dashboard.
3. Click on the Point of Contacts tab to view all available lead information.