How to Engage with Leads Generated Through Prospecting
Finding Your Prospecting Leads
Leads generated through the Prospecting Tool—whether via AI search, manual search, or an embedded widget—are automatically added to your sub-account's contact list. This enables you to immediately begin outreach via email, SMS, or automated workflows.
Locating Prospects in Your Contacts
To find prospects added through the Prospecting Tool:
- Navigate to your sub-account dashboard.
- Click on the Contacts tab in the left sidebar.
- Click the More Filters button at the top-right of the Contacts page.
- Set the filter as follows:
- Field: Tag
- Condition: is
- Value: New Prospect Received
- Apply the filter to view all prospecting-generated contacts.
Engaging with Your Prospects
Once you've located a prospect in your contact list, you can engage with them in several ways:
From the Contact Card
Click on any contact to open their details. From here, you can:
- Manually send an email or SMS
- View their linked Marketing Audit Report
- Use the three-dots menu (⋮) for quick actions like adding to opportunities or scheduling appointments
From the Prospecting Dashboard
Within the sub-account's Prospecting tool, use the Lead Actions icon on prospect cards to:
- View full contact details
- Access recent conversations (SMS, email, or calls) from the same screen
Automating Prospect Follow-Up
For hands-free engagement, set up workflows triggered by new prospects:
- Automatically send welcome emails or SMS with audit reports
- Create tasks for your sales team
- Add leads to pipelines or nurture sequences
- Enrich data or assign tags automatically
Use the New Prospect Received tag as a trigger condition in your workflow setup.
Troubleshooting Missing Prospects
If a prospect doesn't appear in your contacts:
- Manually create the contact using details from the Prospecting Tool
- Tag them as New Prospect Received for consistency
- Add them to workflows or pipelines as needed
- Verify that Prospecting is enabled and active in the sub-account
Pro Tips for Effective Outreach
- Create automated workflows triggered by the New Prospect Received tag
- Use Smart Lists in Contacts to segment and track performance by prospect source
- Check for AI message suggestions in SMS/email outreach for faster follow-ups