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Your first hour in ProspectingView

In your first hour in ProspectingView you create your account, set up your workspace, import a spreadsheet you already have, search it in plain English, save the result as a list and call through it with the power dialer. Follow the six pages below in order; each takes about ten minutes.

The plan for your first hour

Section titled “The plan for your first hour”
  1. Create your account (2 minutes). Enter your email at app.prospectingview.com and click the sign-in link you receive.
  2. Set up your workspace (3 minutes). Name your firm, check its web address and pick what you focus on. You become the Admin, on a free 14-day trial.
  3. Import your first list (10 to 15 minutes). Upload a CoStar or Reonomy export, a HubSpot export or any spreadsheet. Check the seven-step review and add the records to a new list.
  4. Run your first search (5 minutes). Type what you want in plain English, check the filters it builds and save the result.
  5. Run your first dialing session (20 minutes or more). Get a phone number, allow your microphone, and call through your list one person at a time.
  6. Invite your team (2 minutes, optional). Invite a colleague by email and choose their role.

What you need

Section titled “What you need”
  • An email address you can open now.
  • A spreadsheet of properties, owners or contacts (.xlsx or .csv).
  • A computer with a headset or microphone, for calling.
  • Nothing to pay: the free trial includes every feature of the Max plan, with limits. See plans and pricing.

Pages

Section titled “Pages”