Prospecting Tool Settings

Written By Lu Benavides (Collaborator)

Updated at July 24th, 2025

The prospecting tool allows users to search for and analyze potential clients based on their online presence and digital needs. Let's explore the Settings section to tailor its functioning to your needs.

Accessing The Settings

Navigate to the Prospecting tab inside the Marketing section and switch to the Settings option.

Report Settings

Switching to the Report Settings, you can unselect and reorder the sections included in future reports.

Click Save once you're done reorganizing.

AI Report Configuration

To enable or disable AI-generated reports, head to this option. 

If generating these reports, fill out the information required to select the prospects to notify your business of.

Click Save once you're satisfied.

Manage Subscription

You can use this option to cancel your subscription to the Prospecting Tool.

Use these options to ensure your results fit your needs, helping you leverage AI-generated reports and easily available information to grow your business.