How to use the "Searching" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 11:15 AM by Andre Greiner

With this permission released, the pre-salesperson gains more autonomy and agility in his work routine, as he will be able to carry out market analysis, buy  prospects,  create lists and distribute  leads  for himself and the other pre-salespeople .


Follow the step by step to use  Searching  quickly and easily.

1.  Log in to the Exact Spotter page . 

a. Enter your email, password and click  Login .


2.  Access the  Searching side menu 


a. Look A Like


Create lists of audiences similar to your  lead  base through various filters.

Access the article: How to Create a Prospect List with Look a Like   and learn more.


b. Market Potential


Consult the market potential you want to prospect. Perform filters to obtain key information from  prospects.

Access the article: Understand Market Potential   and learn more.


c. Prospect Lists 


After consulting the market potential of the  desired prospects  , it's time to choose which ones you want to acquire to include in the list and also in your Spotter base.

Access the article: How to Create a Prospect List    and learn more.

d. Financial Statement


Follow in detail all the amounts involved in the  Searching , through the Financial Statement.

Access the article: Understand the Financial Statement   and learn more.

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