Commercial Prospecting

In the application: Main Menu → B2B → Commercial Prospecting

Follow the sections in order, or use the contents and chapter links to go directly to what you need. Existing lessons may change example records or repeat a shared screen.

Open this feature’s video learning path

Written walkthrough and screen references

  1. Search companies and institutions for a local market
  2. Read commercial prospecting results and the Excel output
  3. View a result location on a map

Watch the learning sequence

1. How to use Commercial Prospecting

Start with the button-specific workflow: How to use Commercial Prospecting.

Watch from the beginning

Choose a chapter
  1. 0:00 — Open Commercial Prospecting
  2. 0:21 — Set a ZIP radius and industry
  3. 0:47 — Add institutions to the research list
  4. 1:07 — Read the company results
  5. 1:34 — Use the result links
  6. 1:54 — Inspect the selected cleaning company
  7. 2:21 — Read the hospital section
  8. 2:47 — Read the university section
  9. 3:09 — Change to a statewide search
  10. 3:29 — Understand how the filters combine
  11. 3:55 — Review the statewide company list
  12. 4:20 — Read the nursing-home section
  13. 4:46 — Read the state-prison section
  14. 5:12 — Create a current workbook from the results
  15. 5:37 — Read company contacts and identifiers
  16. 6:03 — Review company flags and industry codes
  17. 6:30 — Read the service and office worksheet
  18. 6:56 — Read the hospital worksheet
  19. 7:17 — Read the nursing-home worksheet
  20. 7:37 — Read the university worksheet
  21. 7:58 — Read the state-prison worksheet layout
  22. 8:17 — Return and refine the market
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