Clearbit Prospector Training Material for Your Team
Three fundamental ways to use Prospector in SFDC
Prospect directly within a list of named Accounts
Import new Contact from an Account you're working with
Account Based Prospecting
You can now also prospector for Accounts directly without adding a Lead or Contact. See here.
To avoid adding duplicate Accounts into your org, make sure to de-dupe your results before continuing past the Account level in the Prospector app. See here.
Find what data fields, company tags and business classifications (super tags) we return here.
And a better-looking UI for what data fields we return here.
Find what tech tags we support here.
Check out this doc for Prospector Best Practices when discovering new leads through the app.
Get in touch with your Clearbit Customer Success Manager!