You can add new businesses by clicking the Add button in the List View:
Add new businesses
The "Add prospects" popup offers three ways:
- "Single": enter one company, ideally including the website url.
- "Upload csv": upload a CSV file of companies.
- "Company search": let ProspectSafari find the businesses for you.
Company search
The company search finds businesses of one type in an area you pick on a map:
- Click "Company search". Move the map, or type a place in "Search for a city, address, or country", and size the square with the left slider.
- Type the "Business type:", for example "marketing agency" or "dentist".
- Set "Max results" with the right slider, and tick "Website required" or "Limit results to the square" if you wish.
- Click "Proceed", choose a list to add the new companies to, or create a new list, and "Proceed" again.
The search runs in the background and you get a notification when it is done. You then review the results before they are added. The details, with what a search costs, are in Company search.
Remember, this is a search for companies. This could be hairdressers, dentists, agricultural machinery distributors, security companies, research labs, artificial lawn installers, website developers, accountants, etc. Therefore use the generic descriptor your target companies would use to categorise themselves. The search does not take operators such as quotes, a minus sign or OR: to cover two kinds of business, run two separate searches into the same list (duplicates are not added twice).
Blacklist
When you select "Delete and block" for any prospect, it is added to the blacklist. You can see all the blacklisted prospects by clicking "Blacklisted" in the left menu, and restore one from there.
Any new search or upload will not add any prospects listed in the blacklist.
Duplicates
ProspectSafari will not add a company that is already in your workspace. Companies already there are listed when you review the results, and you can move them to the new list or leave them where they are.
A company counts as one you already have when it has the same website (or, in an upload, the ProspectSafari ID of a downloaded file), or is at a location within the distances set in Workspace Setup:
- "GPS match (m)": within this distance, the business is the same.
- "GPS proximity (m)": businesses within this distance of an existing one are listed, and you tick the ones that are duplicates.
Manually select duplicates in proximity
With "Strict domain deduplication" off, the same website at a different address can be a separate prospect, such as the branches of a chain.
Confirm & Scrape
When the search or upload is ready, the "Confirmation required" page opens. You can review the companies and untick any you do not wish to add. You can also choose whether to read their websites with "Scrape websites"; reading websites costs no credits.
Review the businesses before adding
Click "Confirm" to add the selected businesses and start any website reading. The list opens in the list view.
If you have been sent a link to an existing list, it is copied into your workspace when you accept the invitation.
You can also add both companies and contacts from any web page with the right-click menu of the ProspectSafari Extension, for example from a LinkedIn profile or a Listing Website page. For more information on how this works with LinkedIn, see the Add Contacts tutorial.