You can add new prospects by clicking the "Add" button in the List View:
Add new prospects
The "Add prospects" popup offers "Single" (enter one prospect, ideally with its website), "Upload csv" (see Upload lists) and "Company search". The company search finds businesses of a given type in an area on a map.
Search on the map
- Click "Add", then "Company search" (the globe icon). A map opens with a square on it, centred where your workspace searched last.
- Move the map, or type a place in "Search for a city, address, or country" and click "Search". The left slider sets the size of the square (a side of 2 km to 200 km).
- Type the "Business type:". Suggestions appear, but any text is accepted.
- Set the number of results with the right slider ("Max results: N").
- Optional: tick "Website required" to get only businesses with a website, and "Limit results to the square" to leave out nearby businesses just outside the square (they are included by default).
- The price per result shows beside the credit icon. A red mark on the slider and "(N credits missing)" show when your credits don't cover the maximum.
- Click "Proceed" and pick the list the results go to, or "New" and a "List name". The page sums up the maximum results and the credits required. Click "Proceed" again (or "Go back" to change the search).
If you are short of credits, the app takes you to a checkout to buy the missing ones, and the search starts after payment. Otherwise the search runs in the background: a small box at the bottom left shows "Searching for <business type>" with a percentage, and you get a notification when it is done.
Remember, this is a search for businesses: hairdressers, dentists, agricultural machinery distributors, security companies, accountants and so on. Use the generic description your target prospects would use for themselves, and think about what kind of business you do and do not want: "sales enablement software" or "sales enablement consultancy" will each give different results. Try a few business types on a small area first to see which works best.
The company search finds businesses listed on a map; it does not search for people or job titles.
Duplicates
A company already in your workspace is not added twice, and you are not charged for it. A company counts as one you already have when it has the same website, or is at a location within the distances an admin sets in Workspace Setup ("GPS match (m)" and "GPS proximity (m)"). With "Strict domain deduplication" off there, the same website at a different address can be a separate prospect, such as the branches of a chain.
Companies the search finds that you already have are listed when you review the results: "Move" puts them in the search's list, "Don't move" leaves them where they are. When new prospects are within the proximity distance of existing ones, a step says "Alert: locations less than N metres apart. Select any duplicates.": tick the ones that are duplicates and click "Continue".
Manually select duplicates in proximity
Confirm & Scrape
When the results are in, the "Confirmation required" page opens by itself. The search's card shows the total results and the new and existing companies and contacts. Click the card to review the results:
Review the prospects before adding
- Untick any prospects you don't want to add. Note that the search has already charged credits for every new prospect it found: unticked prospects are not added, and not refunded.
- Choose whether to read their websites with "Scrape websites". Reading websites costs no credits; a prospect without a website can't be read.
- Click "Confirm". The list opens in the list view.
Until a finished search is confirmed, the app keeps opening "Confirmation required", and about an hour after the search started an email reminds you. With no results, the card suggests trying a larger area or better keywords.
Each found business brings its name, address, city, postcode, region, country, map position, website and phone number (as an unnamed contact with the icon "Automated search").
You can also add prospects and contacts from any web page, LinkedIn included, with the right-click menu of the ProspectSafari browser extension. See install the ProspectSafari Extension and the Add Contacts tutorial.