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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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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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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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OR “Quick Company / Contact” button if you’d like to add the Company & Contact all-in-one swift entry. See here for more information on the Quick Company / Contact form.
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When Nothing Appears in the Prospecting Tool:
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If your customers have distinct Bill To and Install Location addresses, you must create separate company locations for each. In essence, a unique company record should be established for each different address. In the next step, we will guide you on 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 |