To create a new Prospect search for a new Contact in REsearch, you will need to use the “Prospect” tab within the “Contact Details” page.

To create a new Prospect search, after creating a new Contact, click on the “Prospect” tab to setup searches for that contact.

Once in the Prospect tab, click the “New Search” button to start setting up a new Prospect Search for your contact.

If you have any questions or feedback, feel free to contact us!

3 Responses to “Create Prospect Searches in Prospect Tab”

  1. Donald Kolenda

    2017-08-17T19:25:21-10:00

    Like the new tool.

    Thank You.

    Don

  2. Bryn Kaufman

    2018-01-15T17:13:49-10:00

    Sometimes I get the too many matches error but it does not tell me what the maximum matches allowed are and I was searching for it but can’t find it.

    Please let me know what number of results triggers the too many matches error.

    I would like to respectively suggest with that error message that this number be shown as part of the error message so we can correct it accordingly.

    Thanks

    • Raun

      2018-01-16T09:33:18-10:00

      Aloha,

      The “too many matches” error will trigger when matches are 100+.
      The system will allow the search to be saved while matches are 100+ though the auto prospect emails will not be sent until narrowed down.
      I think it’s also a good idea to notify users of the limit and will be working with our team to come up with a solution.

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