Viewing your New Prospects
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

To view New Prospects, open the Account Mapping of your specific partner and then click the dropdown menu on "Account Overlaps" and select "New Prospects".

Note: For either you or your Partner to access the data, BOTH of you will need to have enabled sharing New Prospects with each other.

If neither you or your partner have enabled sharing

You will see this dialog box:

When you click on 'Request Access' you will be prompted to confirm that you are enabling the setting to Share and Receive New Prospects with this Partner.

If both you and your partner have enabled sharing

You and your Partner will be able to see the New Prospects data.

You'll notice that half of the spreadsheet is empty - This is because the data appears in only one CRM.

  • Blank in Purple columns = Your Partner's Customers missing from your CRM

  • Blank in Green columns = Your Customers missing from your Partner's CRM

Use the quick filters to assess how many Prospects are shared by both sides.

Still have questions about how to access your New Prospects?

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