> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/integrations/prospector.md).

# Prospector

The steps below will only apply to customers who do not have consumption mode enabled in their instances. Check with support to find out which group you belong to.

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{% embed url="<https://youtu.be/blx90Q05RP4>" %}

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1. Get the integration keys

The first step is to configure the external services for Prospector to work. Today, you need to have the Artificial Intelligence + Google Maps/Places + Serper + Find Companies services. The services are listed below:

* [OpenAI](https://platform.openai.com/settings/organization/api-keys)
* [Google Maps/Places](https://developers.google.com/maps/documentation/places/web-service/get-api-key?hl=pt-br)
* [Serper](https://serper.dev/dashboard)
* [CNPJá](https://cnpja.com/api)

2. Save in integrations

After obtaining the keys for each service, they must now be entered and configured within SprintHub. Go to System Settings > Integrations and then fill in the fields with the API keys and save.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fwv1WFRVpL33sVV3yktdY%2Fimage.png?alt=media&amp;token=67cc1056-cd82-4cda-a6d0-31dd407d6779" alt=""><figcaption></figcaption></figure>

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### How to use

1. CRM

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F4rhz97LX7Rtm7r3y7GNg%2Fimage.png?alt=media&amp;token=2b30d435-2dc1-4411-b521-f859c11f225f" alt=""><figcaption></figcaption></figure>

To get to Prospector, you must open the CRM module within SprintHub and then check whether the Funnel and Stages are already configured to start prospecting.

If you have not configured the Funnel or the Stages, follow the next steps, or see the specific documentation for each part.

2. Funnel

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FUQbND9NvEgvCpnPwmRRL%2Fimage.png?alt=media&amp;token=50a1d495-6d1c-4b46-a95b-0968d74dc362" alt=""><figcaption></figcaption></figure>

The Funnel is important so we can organize the opportunity flow. Basically, it is responsible for supporting the stages and the process chosen by the company.

Remember: the funnel is required to carry out prospecting, so create a new one or use one from your company.

3. Stages

The stages are divisions established for each funnel process. Therefore, it is important to have the stages well defined before moving on to the next step.

4. Prospector

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fsfr19Qb7KkBwwQRUU14s%2Fimage.png?alt=media&amp;token=7832eca5-0ada-4a08-bfe8-0c0acbb50611" alt=""><figcaption></figcaption></figure>

Go to the Prospector option within the funnel, and you will then have access to the prospecting list screen.

On this screen, it is possible to filter the prospecting already done by:

* Stage;
* Owner;
* Time range;
* and Search;

More information is also shown in cards at the top, such as 'Total prospecting', 'Companies created', 'Contacts created' and 'Opportunities created'. This data orders and shows the results obtained from prospecting.

The table will show data such as Stage, name, description, establishments found, owner, created at, and the actions button. The button options are:

* Open in Map, option appears for all prospecting entries;
* Open result, option appears only for completed prospecting entries;
* View establishments, option appears for prospecting entries with establishments;
* Copy ID;
* Export Spreadsheet;
* Export PDF;
* Delete;

5. Prospecting

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FLY9hUetUINRbUsK6jOpo%2Fimage.png?alt=media&amp;token=5add3c00-7352-441b-9712-32bdda3fe607" alt=""><figcaption></figcaption></figure>

To be able to prospect, you need to fill in the name, state, and city. With these three fields filled in, you can now start:

When you click start, the establishments will be loaded and after a few minutes the pins will appear on a map for you to select, view data, and advanced information about the companies found.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FAoQxQoTGcClBKWwQJtfs%2Fimage.png?alt=media&amp;token=c92010a9-08ce-4c5c-b2dc-0f2ca002a3ca" alt=""><figcaption></figcaption></figure>

To generate opportunities, you need to select which establishments will be used, as shown in the next step.

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### Creating opportunities

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F3bRaxPzq3XTMyEKubNP9%2Fimage.png?alt=media&amp;token=370d02ce-e7b0-483a-a659-23381eefe85c" alt=""><figcaption></figcaption></figure>

To create an opportunity, you must click the "Create Opportunities" button in the actions bar.

Note: the button will only be active if you select the establishments you want to turn into an opportunity; this must be done manually, one by one.

Then fill in the fields if you want to create contacts, companies, and opportunities.

after filling it in, just save and you will see the result from the Prospector.