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  1. Access the Prospecting Tool:

    • On the left-side toolbar, click "New" and select "Prospect" to open the Prospecting pop-out panel.

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  1. 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 (State abbreviations accepted).

    • Click "Get Results" to initiate the search.

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  1. 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 OR “Quick Company / Contact” button if you’d like to add the Company & Contact all-in-one swift entry.

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When Nothing Appears in the Prospecting Tool:

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