VendScout

Prospecting finds businesses near a ZIP or postal code that are good fits for vending, grouped by tier. Prospecting is included on the Growth, Pro and Max plans.

Search for prospects

Each time you select Search, one search is used from your company's monthly allowance, no matter how many location types you picked.

How prospect searches are counted

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

Save search results as prospects

If you already have a list of target businesses, import it from Prospects > Import CSV. Any role can import prospects, on any plan.

Import prospects from a CSV file

A prospect's page holds everything about a business you're pitching: its tier and stage, contact details, contacts and full activity history.

Work with a prospect record

Every prospect has a stage (where the deal is) and a tier (how good a fit the location is).

Pipeline stages and tiers explained

The Pipeline shows every prospect by stage. Drag a card to move it to the next stage.

Use the Pipeline board

When a deal doesn't go ahead, mark it Lost and record why. Over time this shows which competitors and objections cost you deals.

Mark a prospect as lost

When a deal is won, convert the prospect into an account with its first location. Its contacts, history and open tasks move across with it.

Convert a prospect to a customer

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Locate new customers and manage those that you've already connected with.

Prospecting-Pipeline

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