Search Tools
Search tools display just before any social or listing website icons in the Prospect View. For most users, the Linkedin and Google Maps search tools… Read More »Search Tools
Call Manager
https://youtu.be/TgZLAJcv1y8 By turning Call Manager ON, call tasks can be automatically sorted and prioritised based on a combination of; Contact status (uncontacted vs contacted) Turn… Read More »Call Manager
Hubspot
Note that a Hubspot account can be linked to only one Workspace in ProspectSafari. To link a Hubspot account simply click on the CONNECT button… Read More »Hubspot
By integrating your email account you can send emails direct from ProspectSafari by simply clicking a contact’s email address. Within the send email popup you… Read More »Email
Listing websites
In general in ProspectSafari if we store a website url we are interested in the domain (eg Acme.com) as this is a company website. Web… Read More »Listing websites
String (keyword) Listeners
ProspectSafari is designed around the reality that for most B2B sales the company website provides the information used for categorising and qualifying target prospects. This… Read More »String (keyword) Listeners
Link Listeners
https://youtu.be/Psx86h91JHw For B2B sales prospecting, the company website is usually the primary source of information to decide if this is a good target or not.… Read More »Link Listeners
Decisions
Decision fields are used for fast qualification and categorization of prospects. Up to 3 decisions can be defined. Answers are A, B, C or No.… Read More »Decisions
Custom Fields
Use custom fields to define the key additional data you wish to collect about each prospect. Click the edit icon next to Custom Fields in… Read More »Custom Fields
Workspace setup
https://youtu.be/xvCzTVCtI1I Custom fields & decisions, string and link listeners and listing websites and integration with Hubspot are all specific to a single workspace. You can… Read More »Workspace setup