Send prospects directly to your pipelines
Prospecting Tool is now more tightly connected to your CRM.
You can now send new prospects directly into your sales pipelines from the Prospecting Tool — making it easier to move from discovery to deal management without manual steps.
🔍 What’s New
Add Prospects to a Pipeline Instantly
When adding a new prospect, you can now:
Select an existing Pipeline
Choose the correct Stage
Automatically send the prospect into your CRM workflow
This allows you to build and manage your sales pipeline directly from Prospecting.
🛠 Important: Use Prospecting Inside Sub-Accounts
To send new prospects into pipelines, you must use Prospecting inside your Sub-Account.
Pipeline and opportunity management happens at the Sub-Account level, so if you are currently in the Agency view, you’ll need to switch to the relevant Sub-Account first.
👉 Learn how to Access Prospecting in Sub-Account
How It Works
Switch to your Sub-Account: Go to Marketing → Prospecting Search and select a prospect
Click Add
Enable Add to a pipeline
Select your desired Pipeline and Stage
Click Generate Report
Your prospect is immediately added to your CRM pipeline and ready for follow-up.
Opportunity Source Tracking
When a prospect is sent to a pipeline:
An Opportunity is automatically created
The opportunity Source is marked as “Prospecting”
You can verify this inside the Opportunities page
This makes it easy to track which deals originated from Prospecting and measure its impact on your sales performance.
💡 Why This Matters
Move from lead generation to deal tracking instantly
Build your sales pipeline faster
Keep outreach and follow-ups organized
Measure ROI from Prospecting inside your CRM
This is the first step toward making Prospecting deeply integrated with your core CRM — so prospects you generate can be managed, nurtured, and closed in one connected workflow.
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