Prospecting Database Search Results Grid

When you search for new prospects, each search result in the gird displays the prospect's full name and age with additional prospect information in tiles. To see all tiles for a search result, click Show more. However, you can customize which tiles display and in what order for the search results. On the right side of the Search page, next to the Sort by field, click the gear icon . If a tile does not display any information, no information was located for that item in the Target Analytics prospecting database.

Prospecting Database Tiles

If you find your prospect in the search results, to add the new prospect to your database, click Screen now. The Add new individual screen appears. On this screen, you'll also have the option to perform a WealthPoint screening when you save the record.

If you do not find your prospect in the search results, at the top of the page click Add a new prospect and screen now.  It is possible to find wealth data for a prospect that does not appear in the Target Analytics external prospecting database search. The WealthPoint screening is a comprehensive search of all our data sources. To help find the most data, when you add a new prospect add as much information as you know about him or her. More information helps us match your prospect to records in our database and with greater confidence.

 

 

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