1. Research
Find the profile and confirm it matches the person or business you need.
From research to follow-up in four stages.
Information stays connected to the prospect from the first profile you find.
2. Analysis
Gather public information and see how the business matches what you need.
3. Organization
Save the profile, assign an owner, and record tasks or notes.
4. Follow-up
Return to the contact with the history available and update the completed work.
Frequently asked questions
Do I need to start with a contact list?
No. You can start by searching for a profile or importing information through the available options.
Is the analysis saved?
Yes. The result remains attached to the profile so it can be reviewed during follow-up.
Can I use ProleadSync with my team?
Yes. Plans with team members let you share profiles, owners, notes, and tasks.