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

Follow these lessons in order. Shared screens may use another example; chapter links open the relevant step.

1. Commercial Prospecting: local contractors and hospitals

Watch from the beginning

Choose a chapter
  1. 0:00 — Open Commercial Prospecting
  2. 0:14 — Set the market and industry
  3. 0:34 — Include the hospital table
  4. 0:50 — Read the contractor results
  5. 1:16 — Identify the visible company actions
  6. 1:28 — Read the separate hospital table
  7. 1:48 — Locate Mease Countryside Hospital
  8. 2:02 — Compare Tampa General Hospital
  9. 2:19 — Choose the contractor export
  10. 2:25 — Read the contractor worksheet
  11. 2:43 — Choose the hospital export
  12. 2:49 — Read the hospital worksheet

2. Research statewide companies and institutions

Watch from the beginning

Choose a chapter
  1. 0:00 — Choose a statewide company and institution search
  2. 0:24 — Read the matching companies
  3. 0:53 — Read the nursing-home list
  4. 1:17 — Read the university list
  5. 1:40 — Read the prison list and refine the search
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