Our Prospecting tool is designed to make the process of adding new locations for companies - whether they are customers, vendors, or installation sites - a breeze. It's all about simplifying data entry and enhancing accuracy in your e-manage database by harnessing the power of Google.
How to Use the Prospecting Tool:
Access the Prospecting Tool:
On the left-side toolbar, click "New" and select "Prospect" to open the Prospecting pop-out panel.
Search for the Company:
In the "Search For" field, enter the name of the company you are looking for.
Specify the city and/or state in the "Location" field.
Click "Get Results" to initiate the search.
Select the Matching Result:
Review the search results and identify the one you are looking for.
Click the "New Company" button to proceed with adding this location.
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