Our The Prospecting tool Tool is designed to make streamline the process of adding new locations locations—whether for companies - whether they are customers, vendors, or installation sites - a breeze. It's all about simplifying data entry and enhancing accuracy in —into your e-manage database by harnessing the power of Google.
...
|ONE database. By integrating with Google search, it simplifies data entry while improving accuracy.
🚀 Accessing the Prospecting Tool
...
- On
From the left-side toolbar, click
"New" and select "Prospect"“New”
Select “Prospect” to open the Prospecting pop-out panel
.
Search for the Company:
🔍 Searching for a Company
In the
"Search For"“Search For” field, enter the company name
of the company you are looking for.SpecifyIn the “Location” field, enter the city and/or state
in the "Location" field.Click "Get Results"(abbreviations are accepted)
Click “Get Results” to initiate the search
.
...
...
✅ Selecting the
...
Correct Result
...
Review the search results
...
Click the "New Company" button to proceed with adding this location.
...
When Nothing Appears in the Prospecting Tool:
If, for any reason, nothing appears in the Prospecting Tool or if you prefer to add the company manually, follow these steps:
...
Go to "New" and select "Company."
...
to find the correct company
Click:
“New Company” to add just the location
OR
“Quick Company / Contact” to add both the Company & Contact in one step
📘 Learn more about the Quick Company / Contact form
...
🚫 When No Results Appear
If the Prospecting Tool returns no results or you prefer to enter the information manually:
Go to “New” > “Company”
Follow the manual entry process starting with Step 2 in the next section.
...
| Widget Connector | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
🧩 Managing Bill To vs. Install Locations
If your customer has separate Bill To and Install Location addresses, you must create separate company records for each unique address.
💡 In the next step, we’ll guide you through how to link these locations together for a seamless project workflow.
🔗 Explore More:
Check out the full guide here: 👉 Prospecting Help Guide