Prospecting Tool - Add multiple prospects at a time
in progress
Q
Quintus De Wet
It is a very slow process to add prospects. Can we pls add functionality to multi-select prospects and add them in a batch?
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Anmol Rattan
Merged in a post:
Please make multiple prospect selection at a time to save time
G
GoFylix CRM
Can you please make the prospecting easy by selecting multiple people at a time and their prospecting report gets generated in just one go for all the selected people. Right now the current method is time consuming and slow where we need to select a particular prospect and wait till reports generate.
Anmol Rattan
Merged in a post:
Prospecting Tool Search
G
G J
2 issues to notify you about:
- City doesn't automatically populate in the prospect details when clicked upon a search result.
- Hitting 'Back to Map Search' takes me back to the original search screen where I have to search again and not to the previous page with all the results. This happens every time and it would be nice if the list persists.
J
J C Sheffield
any update on this?
Anmol Rattan
in progress
We are super excited to bring this to you
- Filter Prospect results by Conversion Score, GBP Status
- Select All or Select some and then click 'Save Prospects'
- 20 Prospects results per page (currently only 5 Prospects shown in a page)
Expected Timeline: Mid of Q2
K
Kevin Jauregui
Anmol Rattan You could please add the option that once the leads have been generated with the prospecting tool, the list of generated leads can be exported or downloaded to an excel or CSV. There is no button or option to download information from the prospectus list, currently only 1 PDF can be downloaded per prospectus at a time.
R
RevEx Group
Merged in a post:
Multi Select Audit
M
Mike Ingel
Is it possible to have the audit option not be automated but rather by choice.
So I can select a number of prospects on a list and I can run the audit by clicking a button rather automate to the audit right away?
R
RevEx Group
Merged in a post:
Bulk-add Prospect List from Search
G
G J
Need an option to be able to bulk-add the list of prospects from a search into the prospects list this will save a lot of time as currently we can only add each prospect individually.
R
RevEx Group
Merged in a post:
Multi select
M
Mike Ingel
Hi there,
Can you make it so that I can multi select my prospects rather than do it 1 at a time?
J
James Dan
WE HAVE TO BE ABLE TO ADD PROSPECTS TO THE CONTACT LIST IN THE AGENCY SUB-account.
T
Troy Golden (agency admin)
Prospecting tool is a great idea. It would be great if the results were not cleared after clicking the back button. This is a biggie. Seems like an easy fix.
It makes it very difficult to use. We need either for it not to clear or a back to button that saves the previous search results. That's all I see now because I cant use it in its full effect.
A
Andrew Phillips
Yes and have ability to export that batch list to a google sheet or excel!
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