Prospector

The steps below are only for customers who do not have Consumption Mode active in their instances. Contact support to find out which group you fall into.

---

1. Obtain the integration keys

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

• OpenAI

• Google Maps/Places

• Serper

• CNPJá

1. 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.

---

How to use

1. CRM

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

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

1. Funnel

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.

1. Stages

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

1. Prospector

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

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

• Stage;

• Owner;

• Time interval;

• 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 sorts and shows the results obtained from the prospecting.

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

• Open on Map, option appears for all prospecting;

• Open result, option appears only for completed prospecting;

• View businesses, option appears for prospecting with businesses;

• Copy ID;

• Export Spreadsheet;

• Export PDF;

• Delete;

1. Prospecting

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

When you click start, the businesses will be loaded and after a few minutes the map pins will appear so you can select, view data, and access advanced information about the companies found.

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

---

Creating opportunities

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

Note: the button will only be active if you select the businesses you want to turn into opportunities; this must be done manually by choosing 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 Prospector result.