Create your ProspectingView account
To create your ProspectingView account, go to app.prospectingview.com, enter your email and press Send sign-in link. Open the email and click the link. Your account is created the first time you sign in, and you go straight on to set up your workspace.
Before you start
Section titled “Before you start”- An email address you can open right now. The sign-in link is sent there.
- An up-to-date web browser on a computer. Calling works best on a computer.
- Nothing to pay today. New workspaces start on a free 14-day trial. See plans and pricing.
- Go to app.prospectingview.com. You see Welcome Back and Sign in to your account. There is no separate sign-up form; new and returning users start here.
- Type your address in EMAIL and press Send sign-in link.
- Open your inbox. Look for the message from ProspectingView and click the link inside. The link signs you in on the device where you open it.
- You arrive on Create Your Workspace. Your account now exists. Next, set up your workspace.
What happens next
Section titled “What happens next”You name your workspace and choose its web address. You become the workspace Admin, so you can invite your team later. Then you import your first list.
Troubleshooting
Section titled “Troubleshooting”I didn’t get the sign-in email
Section titled “I didn’t get the sign-in email”Check your spam or promotions folder first. The page says Check your email whether or not an account already exists, so a typo in your address fails silently. Check the address, then press Resend link. If you see Too many sign-in emails requested, wait a minute before trying again.
The link says “We couldn’t verify this link”
Section titled “The link says “We couldn’t verify this link””Sign-in links work once and expire after a short time. Press Send new link on that page, or go back to app.prospectingview.com and request a new link.
I’d rather use a password
Section titled “I’d rather use a password”Press Use password instead on the sign-in page. If you have not set a password yet, press Forgot password? and follow the email to choose one. It must be at least 8 characters long.
A colleague invited me to their workspace
Section titled “A colleague invited me to their workspace”Use the link in your invitation email instead of signing up here. It adds you to their workspace directly. See Invite your team. If the invitation has expired, ask your brokerage to send a new one.