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”
Donald Kolenda
2017-08-17T19:25:21-10:00Like the new tool.
Thank You.
Don
Bryn Kaufman
2018-01-15T17:13:49-10:00Sometimes 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
2018-01-16T09:33:18-10:00Aloha,
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.