You can now choose whether a marketing audit report is created when you save a business in your CRM. This gives you more control, helps you move faster, and lets you decide which businesses are worth reviewing in detail before spending time on a full audit.

📌 Why This Matters

If you often save businesses to review later, automatic audit creation can slow down the process. Having the option to save first and run the report later makes it easier to build a list quickly, stay organized, and focus your attention on the businesses that matter most to your sales efforts.

✨ What’s New

• Optional audit creation: When adding a business, you can choose whether to run a marketing audit report right away.
• Faster list building: If you turn the option off, the business is saved immediately without waiting for an audit to finish.
• Review later: You can come back and generate the audit report from the business details page whenever you are ready.
• Useful insights when needed: Audit reports can help you spot website issues, local SEO opportunities, review gaps, and visibility improvements.

🛠️ How to Use It

1. Step 1: Add a business to your CRM from your search results or prospecting list.
2. Step 2: Choose whether to leave Run marketing audit report turned on or off.
3. Step 3: If turned on, the business will be saved and the audit report will be created automatically.
4. Step 4: If turned off, the business will be saved right away, and you can run the audit later from the business details page.

💡 Pro Tip

Save businesses in batches first, then run audit reports only for your best opportunities so you spend more time on leads that are most likely to turn into revenue.