Finding and qualifying new leads is one of the most important tasks for any small business owner. Having tools built directly into your customer management system can save you time and keep all your lead data organized in one place.

📌 Why This Matters

When your prospecting tools are integrated with your CRM, it means you can seamlessly find potential customers, track their information, and connect it with your existing workflows—all without juggling separate apps or systems. This makes managing leads easier, faster, and more efficient, which helps your business convert more opportunities into sales.

✨ What’s New

• Lead Generation Tools: Easily discover new leads right within your CRM environment, eliminating the need to switch platforms.
• Audit Reports & Contact Syncing: Quickly audit potential leads and sync contacts directly into your CRM to keep your pipeline organized.

🛠️ How to Use It

1. Step 1: Access your account and look for the option to activate prospecting tools in your settings or control panel.
2. Step 2: Enable the prospecting features for your account or sub-account to start searching for leads within the system.

💡 Pro Tip

Keep your leads organized by syncing prospecting results directly with your existing contacts to turn qualified prospects into paying customers faster.