More control when adding prospects in Prospecting Tool

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We have enhanced the prospect creation process by giving you greater control over when Marketing Audit Reports are generated.

Previously, each time you added a prospect from search results, a Marketing Audit Report would automatically be created. While many customers appreciate obtaining immediate audit insights, others preferred a quicker way to save prospects first and decide later which businesses warranted a full audit.

Now, you can do both.

Choose Whether to Generate a Marketing Audit Report

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When adding a new prospect, you’ll now encounter a new option:

Run Marketing Audit Report

If enabled:

  • The prospect will be saved.
  • A Marketing Audit Report will be generated automatically.

If disabled:

  • The prospect will be saved immediately.
  • No audit will be generated.
  • You can generate the report later from the Prospect Details page.

⚡ Faster Prospect List Building

Many agencies prefer to:

  • Save prospects in bulk.
  • Build prospect lists first.
  • Generate audits only for their highest-priority opportunities.

With this update, you can swiftly add prospects without the delay of audit generation each time.

Continue Using Audits When You Need Them

Marketing Audit Reports remain a powerful feature of the Prospecting Tool, helping you identify:

  1. Website performance issues.
  2. Google Business Profile opportunities.
  3. Local SEO insights.
  4. Reputation and review gaps.
  5. Improvements in listings and visibility.