How to schedule a list of Prospects in Searching? Spotter V2

Created by Andre Greiner, Modified on Wed, 29 Mar, 2023 at 10:00 AM by Andre Greiner

The creation of the list of prospects will be carried out through  Searching ,  Exact Spotter's resource for querying, analyzing and purchasing  prospects .

 

To get a better understanding of this article, make sure you're already at this step. If you did not carry out the initial filter, in the  Market Potential stage , we recommend that you read this article:  Searching  - Understand the Market Potential.

 

IMPORTANT:  Users with a pre-seller profile will only be able to access  Searching  if permission has been granted by their Manager.


If you still don't know how to create prospect lists via Searching, click here and follow the step by step. 

When creating a complete list of prospects, to schedule it every period and create new lists with the same filters without doing everything again, check the "I want to repeat this list more times [x]" checkbox , as shown in the print: 



 



After checking the indicated checkbox, you will have the Weekly, Biweekly or Monthly options: 


 



Then just click on Create and Schedule: 


 





Okay, now to view your scheduled list, just go to the "Scheduled lists" tab and there you'll be able to see which lists are active and which you want to inactivate so that they don't happen again: 


 


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