Lead Research: Find Qualified Commercial Prospects
Search businesses, inspect available evidence and convert useful prospects into customer accounts.
Before you begin
- Open Lead Research. Browser location permission is optional.
Step-by-step instructions
- 1
Choose a search mode
Use Business Name or Category for a lookup, or Find Best Nearby for territory discovery.
- 2
Set the territory
Enter a neighborhood, city or address, or select Use my location if you approve browser location access.
- 3
Choose the search radius
Pick a practical distance for your field schedule.
- 4
Review results
Inspect business names, locations, available contact details, sources and reasons to pursue an opportunity.
- 5
Verify before contacting
Confirm current details and decision-makers. Never guess email addresses or assume a buying signal is verified.
- 6
Convert and open
Use the conversion action for a qualified prospect, then select Open exact account to continue with that customer.
Expected result
A researched prospect becomes an actionable account with a clear reason to contact it.
Sales best practice
Look for existing-system evaluations, monitoring takeovers, service needs, poor nighttime coverage and walkthrough opportunities.