The Prospecting Tool is designed to streamline the process of adding new locations—whether for customers, vendors, or installation sites—into your e-manage|ONE database. By integrating with Google search, it simplifies data entry while improving accuracy.

🚀 Accessing the Prospecting Tool

1. From the left-side toolbar, click “New”

2. Select “Prospect” to open the Prospecting pop-out panel

🔍 Searching for a Company

1. In the “Search For” field, enter the company name

2. In the “Location” field, enter the city and/or state (abbreviations are accepted)

3. Click “Get Results” to initiate the search

✅ Selecting the Correct Result

• Review the search results 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:

1. Go to “New” > “Company”

2. Follow the manual entry process starting with Step 2 in the next section

🧩 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