Overview
The Prospecting feature in Scalendo now integrates directly with CRM pipelines, allowing newly discovered prospects to be "routed into an existing Pipeline and Stage during the add flow." This eliminates manual data entry between lead discovery and opportunity management.
Key Benefits
- Instant Deal Tracking: Route prospects directly into your CRM pipeline upon creation
- Faster Pipeline Creation: Build pipelines simultaneously with prospecting activities
- Organized Follow-Up: Align outreach with pipeline stages to prevent missed opportunities
- Better Visibility: Manage the complete prospect lifecycle in one connected workflow
- Improved Measurement: Track Prospecting-generated leads alongside CRM activities
Setup Instructions
- Open the Prospecting Tool in your sub-account
- Search for prospects using Keyword, Location, and Radius filters
- Click "Add" on your target prospect
- Enable the "Add to a pipeline" option and select your desired Pipeline and Stage
- Click "Generate Report"
- Confirm the prospect now appears in your CRM pipeline at the selected stage
FAQs
Bulk Prospecting Compatibility: Yes, prospects can be routed from bulk, manual, and form-based prospect creation.
Timing: Prospects are added after enabling the option, selecting pipeline/stage, and generating the report.
Prerequisites: An existing pipeline with configured stages must exist before adding prospects.
Post-Addition Changes: Pipeline stages can be modified after prospect creation like standard deals.