You can utilize this tool to add a new location for a company, whether it's a customer, vendor, or installation site. The Prospecting tool is intended to simplify and improve the accuracy of inputting new company locations into the e-manage database by utilizing information from Google.
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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.
Access the Prospecting Tool:
On the left-side toolbar, click "New" and select "Prospect" to open the Prospecting pop-out panel.
Type in
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Search for the Company:
In the "Search For" field, enter the name of the company you are looking for
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Specify the city and/or state in the "Location" field
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(State abbreviations accepted).
Click "Get Results
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" to initiate the search.
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Select the Matching Result:
Review the search results and identify the one you are looking for
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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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See here for more information on the Quick Company / Contact form.
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When Nothing Appears in the Prospecting Tool:
If, for any reason, nothing appears in the Prospecting Tool , you can go to New -> Company and proceed to or if you prefer to add the company manually, follow these steps:
Go to "New" and select "Company."
Continue with Step 2 in the next section.
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If your customers have different distinct Bill To and Install Location addresses, it is advisable to add them as you must create separate company locations for each. Essentially, for every distinct address, a distinct In essence, a unique company record should be createdestablished for each different address. In the following next step, we will guide you on linking the two. how to link these two locations together for a seamless workflow. |
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Check out the full Prospecting Help Guide section here: Prospecting |