Gain Momentum — Strategy. Connections. Growth.
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Prospecting · 8 min · Intermediate

Find and save prospects

Discover suitable companies and save prospects without duplicates.

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Overview

Build a clean prospect list aligned to the ICP.

Before you start

Step-by-step guide

Step 1

Apply filters, review quality and save selected prospects

Open /opportunities/discover and apply filters, review quality and save selected prospects.

Find and save prospects: filters, quality controls and save action
Illustrative demo — Selected prospects appear once in the workspace.

Expected result: Selected prospects appear once in the workspace.

If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.

Tips

  • Complete the workflow in the workspace where the underlying customer data belongs.

Common mistakes

  • Working in the wrong workspace. Confirm the workspace switcher before making changes.

Troubleshooting

  • The control is unavailable: Check your role, plan and integration health, then retry.

Best practice

Use this workflow to achieve: Build a clean prospect list aligned to the ICP.

Continue in Gain Momentum

Open the feature for this guide when you are ready to apply it.

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