Step 1: Prospecting

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jun 12, 2024
2 min read

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.

  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. See here for more information on the Quick Company / Contact form.

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:

  1. Go to "New" and select "Company."

  2. Continue with Step 2 in the next section.

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.

Check out the full Prospecting Help Guide section here: Prospecting