How to create a Prospecting Search Session

If you have a niche category you are searching and certain companies you want to prospect,  you can add individual companies to a prospecting list. See screenshots below.


Step 1: Click into the prospecting tab. On the search bar navigate to advanced filters (between the x and magnifying glass) 

Step 2: Search the companies you'd like to prospect or the niche, see below I have searched coffee

Step 3: Select those you want

Screen Shot 2022-10-25 at 1.12.51 PM

Step 4: Hit Search 

Step 5: you will see all the companies you chose in the search

Step 6: SAVE SAVE SAVE the list 


Screen Shot 2022-10-25 at 1.14.02 PM


Next steps: you can pitch, batch pitch, or create a game-plan from the saved custom prospecting search