Finding new business opportunities is easier when your CRM starts with complete, organized contact records. With these updates to prospecting, business contacts can now include more useful details right away, helping you stay organized, follow up faster, and keep your pipeline clean.

📌 Why This Matters

When contact records are missing emails, phone numbers, or location details, it takes extra time to research and clean things up later. Better prospecting records give you a clearer view of each opportunity, make follow-up easier, and reduce duplicate contacts in your CRM. That means less admin work and more time focused on conversations, appointments, and sales.

✨ What’s New

• Richer contact details: Prospecting can now pull in business phone numbers, extra phone numbers, email addresses, website URLs, address details, and other available business information from public sources like business websites.
• Cleaner CRM records: Instead of creating multiple business contacts for different phone numbers or email addresses, the CRM now keeps one primary business contact and adds extra details to the same record.
• Contact source and tags included: New prospect records can include a contact source and prospect tags, making it easier to organize lists, sort records, and trigger follow-up actions inside your CRM.
• Optional additional contacts: You can choose whether the system should look for additional points of contact, such as owners or managers, and create separate contact records for them when available.
• Less duplicate cleanup: Individual business contacts stay more organized, while additional decision-makers can still be saved separately when found.

🛠️ How to Use It

1. Step 1: Add a new prospect inside your CRM using the prospecting tool.
2. Step 2: Review the contact record and confirm the business details, including phone numbers, emails, website, and address information.
3. Step 3: Decide whether you want the CRM to look for additional points of contact, such as an owner or manager, and turn contact enrichment on or off based on your needs.
4. Step 4: Use tags, contact source, and enriched details to sort your prospects and prioritize who to contact first.
5. Step 5: Reach out using the information already stored in the contact record, without having to manually piece everything together.

💡 Pro Tip

If you regularly work new leads, keeping contact enrichment turned on can help you reach the right person faster and shorten the time between finding an opportunity and making a sale.