Yesware Prospector is a lead-generation tool built into the Yesware app that allows you to discover net new contacts using advanced filters. With just a few clicks, you can create fully enriched profiles from your search results using 1 account credit per contact.
Prospector and Enrichment credits are available as add-ons to your Yesware plan.
Searching for Prospects
- From the Yesware app site, go to the Prospector tab.
- Use the filter panel to define your search criteria. You must fill in at least one field, but the more filters you use, the more precise your results will be.
Available filters include:
- Job title
- Seniority
- Location
- Company name
- Company size
- Industry
- Company website
- Name (Outlook only)
Advanced options also let you limit results to contacts with:
- A LinkedIn profile
- A phone number
- Click Search to generate your results.
Creating Contacts from Prospects
Once your results appear, you can turn selected prospects into Contacts using available credits. The workflow differs slightly between Gmail and Outlook:
Gmail
- Click on Contacts from the left pane.
- Hit “New Contact” and enter the information.
(Each new contact uses 1 credit.)
Outlook
- From the Prospector results page:
- Check the box next to one or more prospects, or click “Select All.”
- Click “Create Contact.”
(Each selected contact uses 1 credit.)
Once created, your new contacts will appear in the Contacts tab with a full, enriched profile.