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Save search results as prospects

Tick the results you want and select Save as prospects. VendScout skips anything already in your CRM, so you won't create duplicates.

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Written by VS Support

Steps

1. Run a search. See [Search for prospects].

2. Tick the results you want to keep. You can save up to 50 at a time.

3. Select Save [N] as prospects.

4. To add them to a list at the same time, select Add to list instead. See [Create lists and add records].

• Each saved prospect starts at stage New, with its tier and location type from the search.

• VendScout tries to fill in the phone number and website.

• Results aren't saved automatically. Anything you don't save is gone when you leave the page.

A result counts as a duplicate if it's the same Google place as an existing prospect, or if it has a very similar name within about 75 meters (250 feet) of an existing prospect or location. Duplicates are skipped and listed in a message: "Skipped [N] already in your CRM: [names]."

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