Prospecting Tool
15 articles111 explained images
How to Resell and use Prospecting Tool for Sub-Accounts
In this article, we will discuss how you can resell Prospecting Tool to your clients. TABLE OF CONTENTS Pre-requisites Connect your Agency Stripe Account Picking Your Plan Setting your Sales Price Personalising offers…
2 min8Prospecting Tool - Migrate Prospects from Agency to Sub-Account
The new Prospect Migration feature allows agencies to easily move prospects created at the agency level into a linked sub-account. This enables more targeted nurturing and gives the sub-account full access to advanced…
3 min5How to Reach Out to Prospect Leads Generated via the Prospecting Tool
When you generate leads through the Prospecting Tool in GHL Customer Care — whether through AI , manual search , or the Prospecting widget — those prospects are automatically added to your Contact List inside the…
4 min4Prospecting: Competitor Analysis Report
This article will guide you through how to generate a Competitor Analysis Report using GHL Customer Care’s powerful reporting tools. This feature helps you compare your business’s online listings and reviews with…
3 min4Prospecting Tool: Categorization for Prospects
We’re excited to introduce a powerful new feature in the Prospecting Tool: Prospect Categories . This update is designed to help users better organize and manage their growing list of prospects by allowing them to…
1 min3Prospecting at Sub Accounts: Complete Guide Benefits & Setup
Prospecting at sub account level enables you to do more advanced prospecting from finding new leads, nurturing and outreach them seamlessly at one place. Therefore now Prospecting is available in two areas: In Agency –…
3 min11Prospecting Tool - Interactive Heatmap, Customization & Competitors in SEO Analysis
Discover the enhanced Local SEO Audit feature that now offers interactive heatmaps with flexible keyword inputs, adjustable radius, grid configurations, and detailed competitor insights. This powerful update empowers…
7 min20Bulk Prospecting in GHL Customer Care
Bulk Prospecting makes it faster to find, evaluate, and save multiple local leads from Google Maps inside the Prospecting Tool. Use keyword, location (including “near me”), and radius controls to surface up to 60 leads…
6 min12Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)
Give your marketing audit PDFs the same polished, on-brand look as your live web reports. With PDF Customization in GHL Customer Care’s Prospecting Tool you can control colors, borders, headings, and contact details, so…
3 min8Prospecting Tool - AI Recommendations for New Agencies
Prospect AI Recommendations for New Agencies jump-starts your first outreach by delivering a one-time list of local, high-fit leads based on your business niche and location. This article explains eligibility, how…
4 min10Prospecting Widgets: Multi-Language Support & Localization Improvements
Prospecting Widgets now fully support multi-language functionality. All system-generated text — including field labels, validation messages, submit buttons, email communication, and PDF report links — automatically…
2 min7Manage Prospect Statuses and Onboarding in Prospecting
Prospecting now supports a clearer lead lifecycle. You can mark prospects as Open, Closed Won, or Closed Lost, filter them by status, and move won prospects into onboarding faster. In Agency Prospecting, marking a…
2 min3Prospecting Free Tier in Agency Sub-Accounts
Leverage Prospecting directly within your GHL Customer Care Sub-Accounts to streamline lead generation, CRM management, and automated outreach—all without requiring a Premium upgrade. This feature enables agencies to run…
3 min2How Prospecting creates contacts in your CRM
Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized, and the two…
2 min5Prospect AI Activity Center & CRM Pipeline Integration
Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account…
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