How It Works

You can now send new prospects directly into your sales pipeline from the Prospecting Tool, without extra manual steps.

When adding a new prospect, you can:

• Select an existing Pipeline
• Choose the correct Stage
• Automatically create an opportunity inside your CRM

This means the moment you generate or add a prospect, they are already positioned inside your deal tracking system.

To use this feature:

1. Switch to the relevant Sub-Account

2. Go to Marketing → Prospecting Search

3. Select a prospect and click Add

4. Enable “Add to a pipeline”

5. Choose your Pipeline and Stage

6. Click Generate Report

Your prospect is immediately added to your CRM pipeline and ready for follow-up.

Why This Matters

Previously, prospecting and pipeline management required separate steps. You’d generate leads, then manually move them into your pipeline to begin tracking deals.

Now, that gap is gone.

This update allows you to:

• Move from lead generation to deal tracking instantly
• Build your sales pipeline faster
• Keep outreach and follow-ups organized
• Track ROI from Prospecting directly inside your CRM

An opportunity is automatically created and marked with the source “Prospecting,” so you can clearly see where deals originated.

This brings Prospecting much closer to your core CRM workflow, making it easier to manage, nurture, and close deals in one connected system.

Use Cases

Sales Teams
Generate prospects and place them directly into the correct stage for immediate follow-up.

Agencies
Track which clients or campaigns are producing deals from Prospecting activity.

Business Owners
Reduce admin steps and avoid losing prospects between systems.

Anyone using Prospecting regularly
Keep everything connected, measurable, and organized inside one pipeline.