1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["5166"],{6262:function(e,t,n){n.r(t),n.d(t,{frontMatter:()=>i,default:()=>h,toc:()=>a,metadata:()=>r,assets:()=>l,contentTitle:()=>c});var r=JSON.parse('{"id":"prospector/index","title":"Prospector","description":"Yesware Prospector is a lead-generation tool that lets you discover and enrich net new contacts using advanced filters.","source":"@site/docs/prospector/index.mdx","sourceDirName":"prospector","slug":"/prospector/","permalink":"/docs/prospector/","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Prospector","description":"Yesware Prospector is a lead-generation tool that lets you discover and enrich net new contacts using advanced filters."},"sidebar":"tutorialSidebar","previous":{"title":"Zoom Integration","permalink":"/docs/meeting-scheduler/zoom-integration"},"next":{"title":"Getting Started","permalink":"/docs/contacts/"}}'),s=n(5893),o=n(65);let i={title:"Prospector",description:"Yesware Prospector is a lead-generation tool that lets you discover and enrich net new contacts using advanced filters."},c=void 0,l={},a=[{value:"Searching for prospects",id:"searching-for-prospects",level:2},{value:"Creating contacts from prospects",id:"creating-contacts-from-prospects",level:2},{value:"Gmail",id:"gmail",level:3},{value:"Outlook",id:"outlook",level:3},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2}];function d(e){let t={a:"a",code:"code",em:"em",h2:"h2",h3:"h3",li:"li",p:"p",strong:"strong",ul:"ul",...(0,o.a)(),...e.components},{Details:n}=t;return n||function(e,t){throw Error("Expected "+(t?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,s.jsxs)(s.Fragment,{children:[(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Yesware Prospector"})," is a lead-generation tool built into the Yesware app that allows you to discover ",(0,s.jsx)(t.strong,{children:"net new contacts"})," using advanced filters. With just a few clicks, you can create fully enriched profiles from your search results using ",(0,s.jsx)(t.strong,{children:"1 account credit per contact"}),".\nProspector and Enrichment credits are available as ",(0,s.jsx)(t.strong,{children:"add-ons"})," to your Yesware plan."]}),"\n",(0,s.jsx)(t.h2,{id:"searching-for-prospects",children:"Searching for prospects"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["From the Yesware ",(0,s.jsx)(t.strong,{children:"app site"}),", go to the ",(0,s.jsx)(t.code,{children:"Prospector"})," tab."]}),"\n",(0,s.jsxs)(t.li,{children:["Use the filter panel to define your search criteria. You must fill in ",(0,s.jsx)(t.strong,{children:"at least one field"}),", but the more filters you use, the more precise your results will be."]}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:(0,s.jsx)(t.strong,{children:"Available filters include:"})}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:"Job title"}),"\n",(0,s.jsx)(t.li,{children:"Seniority"}),"\n",(0,s.jsx)(t.li,{children:"Location"}),"\n",(0,s.jsx)(t.li,{children:"Company name"}),"\n",(0,s.jsx)(t.li,{children:"Company size"}),"\n",(0,s.jsx)(t.li,{children:"Industry"}),"\n",(0,s.jsx)(t.li,{children:"Company website"}),"\n",(0,s.jsx)(t.li,{children:"Name (Outlook only)"}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Advanced options"})," also let you limit results to contacts with:"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["A ",(0,s.jsx)(t.strong,{children:"LinkedIn profile"})]}),"\n",(0,s.jsxs)(t.li,{children:["A ",(0,s.jsx)(t.strong,{children:"phone number"})]}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["Click ",(0,s.jsx)(t.code,{children:"Search"})," to generate your results."]}),"\n",(0,s.jsx)(t.h2,{id:"creating-contacts-from-prospects",children:"Creating contacts from prospects"}),"\n",(0,s.jsx)(t.p,{children:"Once your results appear, you can turn selected prospects into contacts using available credits. The workflow differs slightly between Gmail and Outlook:"}),"\n",(0,s.jsx)(t.h3,{id:"gmail",children:"Gmail"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["Click on ",(0,s.jsx)(t.code,{children:"Contacts"})," from the left pane."]}),"\n",(0,s.jsxs)(t.li,{children:["Hit ",(0,s.jsx)(t.code,{children:"New Contact"})," and enter the information. ",(0,s.jsx)(t.em,{children:"(Each new contact uses 1 credit.)"})]}),"\n"]}),"\n",(0,s.jsx)(t.h3,{id:"outlook",children:"Outlook"}),"\n",(0,s.jsx)(t.p,{children:"From the Prospector results page:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:["Check the box next to one or more prospects, or click ",(0,s.jsx)(t.code,{children:"Select All"}),"."]}),"\n",(0,s.jsxs)(t.li,{children:["Click ",(0,s.jsx)(t.code,{children:"Create Contact"}),". ",(0,s.jsx)(t.em,{children:"(Each selected contact uses 1 credit.)"})]}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["Once created, your new contacts will appear in the ",(0,s.jsx)(t.code,{children:"Contacts"})," tab with a full, enriched profile."]}),"\n",(0,s.jsx)(t.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"How do I search for prospects?"}),(0,s.jsxs)(t.p,{children:["To initiate your search for new prospects, navigate to the ",(0,s.jsx)(t.a,{href:"https://app.yesware.com/prospector",children:"Prospector tab"})," within the Yesware app site."]}),(0,s.jsx)(t.p,{children:"To start your search for new prospects, you must fill in at least one filter. (Job Title, Seniority, Location, Company Name, Company Size, Industry, Company Website, and First/Last Name.)"}),(0,s.jsx)(t.p,{children:"We recommend filling in more than one filter in order to get more targeted results."}),(0,s.jsxs)(t.p,{children:["Prospector only returns results that include an email address. By default, it also filters for results with a ",(0,s.jsx)(t.code,{children:"phone number"})," and a ",(0,s.jsx)(t.code,{children:"LinkedIn profile"}),", though you can deselect either of these advanced options if you don't need them."]}),(0,s.jsxs)(t.p,{children:["Once you've configured your filters, click on the ",(0,s.jsx)(t.code,{children:"Search"})," button. The number of results will be displayed in the top right corner, allowing you to proceed with your prospecting efforts."]})]}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"How do I convert my prospects into contacts?"}),(0,s.jsx)(t.p,{children:"Yesware allows you to easily convert prospects into contacts for further engagement and tracking. The process is nearly identical whether you're using Gmail or Outlook."}),(0,s.jsx)(t.p,{children:(0,s.jsx)(t.strong,{children:"Step 1: Select your prospects"})}),(0,s.jsxs)(t.p,{children:["After generating a list of prospects, check the box next to each prospect you wish to convert. To select all prospects on the current page, use the ",(0,s.jsx)(t.code,{children:"Select All"})," option."]}),(0,s.jsx)(t.p,{children:(0,s.jsx)(t.strong,{children:"Step 2: Create contacts"})}),(0,s.jsxs)(t.p,{children:["Click ",(0,s.jsx)(t.code,{children:"Create Contact"}),". Keep in mind: creating ",(0,s.jsx)(t.strong,{children:"1 contact uses 1 credit"}),", so ensure you have enough credits available in your account before proceeding."]}),(0,s.jsx)(t.p,{children:(0,s.jsx)(t.strong,{children:"Step 3: View your new contacts"})}),(0,s.jsxs)(t.p,{children:["In ",(0,s.jsx)(t.strong,{children:"Outlook"}),", your new contacts will appear on your ",(0,s.jsx)(t.code,{children:"Contacts"})," page."]}),(0,s.jsxs)(t.p,{children:["In ",(0,s.jsx)(t.strong,{children:"Gmail"}),", you can find your contacts on the ",(0,s.jsx)(t.code,{children:"Contacts"})," page or via the ",(0,s.jsx)(t.code,{children:"Gmail Contacts
1Sidebar"})," tab."]})]})]})}function h(e={}){let{wrapper:t}={...(0,o.a)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(d,{...e})}):d(e)}},65:function(e,t,n){n.d(t,{Z:()=>c,a:()=>i});var r=n(7294);let s={},o=r.createContext(s);function i(e){let t=r.useContext(o);return r.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function c(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:i(e.components),r.createElement(o.Provider,{value:t},e.children)}}}]);
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.