If you use your CRM to find new business opportunities, this update gives you more control over how prospects are discovered, scheduled, reviewed, and added to your pipeline. It is especially helpful if you serve more than one area, offer different services, or want a cleaner way to manage lead flow without doing everything manually.

📌 Why This Matters

Finding new leads is only useful when the process fits how your business actually works. With more flexible prospecting settings, you can search by different locations or business types, control how many leads are assigned across your searches, decide what details are gathered automatically, and make sure new prospects show up at the right time. That means less guesswork, better organization, and more chances to turn new opportunities into paying customers.

✨ What’s New

• Multiple prospecting agents: You can create separate prospecting agents for different service areas, customer types, or growth goals. For example, one agent can focus on dentists in Dallas while another targets roofers in Houston.
• Custom settings for each agent: Each agent can have its own niche, location, search radius, prospect filters, audit preferences, and enrichment settings.
• Higher monthly lead limits: Accounts can now support more prospecting leads each month, with up to 50 per month on basic prospecting and up to 100 per month on premium prospecting.
• Account-level lead limits: Monthly limits apply across the account, not separately for each agent, making it easier to divide your available lead volume intentionally.
• Faster weekly scheduling: If your chosen weekly schedule has not passed yet, your agent can run during the current week instead of waiting for the next cycle.
• Better monthly scheduling: If you set a schedule for a later week in the current month, your agent can start in that same month rather than waiting until the next one.
• Lead allocation visibility: Improved visual indicators help you see your total monthly allowance, how many leads are already assigned, how many are assigned to the current agent, and what capacity remains.
• Audit controls: You can choose which audit sections should run automatically when a new prospect is found.
• Contact creation options: You can decide whether new prospects should automatically become CRM contacts or remain saved only as prospects until you are ready.

🛠️ How to Use It

1. Step 1: Create separate prospecting agents for each service area, location, or customer type you want to target.
2. Step 2: Set the niche, location, radius, filters, and enrichment options for each one so your searches stay focused.
3. Step 3: Review your monthly lead allowance and divide it across agents based on your business priorities.
4. Step 4: Choose a weekly or monthly schedule that matches when you want fresh leads to come in.
5. Step 5: Select which audits should run automatically so you collect useful details without adding extra manual work.
6. Step 6: Decide whether prospects should be created as contacts right away or saved for review first.
7. Step 7: Revisit your filters regularly, especially if you target a narrow market, since repeated searches in the same area may return fewer results over time.

💡 Pro Tip

Set up separate prospecting agents for each of your highest-value services or territories so you can spend more time following up on the leads most likely to turn into revenue.