Lead Contact Details
Agency users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including:
- Lead Information: For each generated prospect, users can now access vital lead details such as their role, expertise, and more.
- Social Media Profiles: Easily connect with prospects through their linked Facebook, Twitter, and LinkedIn profiles (if available).
- Location Details: Gain insights into the geographical location of prospects, helping you tailor your outreach strategies effectively.
- Contact Information: Access essential contact details including phone numbers and email addresses, streamlining your communication process.
How to Access POC Details of a Prospect:
- In the Agency View, go to “Prospecting” in the side navigation menu
- Go to any Prospect Account in the Dashboard
- Proceed to Point of contacts tab to view the Lead information