Quick start
- Inside your Agency View, navigate to Prospecting in the side navigation menu.
- Click on any specific prospect account inside your main Dashboard to open their detailed profile.
Follow the detailed steps below to complete the setup.
You just generated a massive list of local roofing contractors. The niches are perfect, the locations are exact, and you know your agency can double their booked appointments. You hand the list to your sales team and they start dialing.
Three days later, you check the pipeline. Zero booked calls. Why? Because your team is stuck in gatekeeper purgatory.
They are calling the front desk, emailing generic support addresses, and pitching to receptionists who have absolutely zero buying power.
You cannot close a deal if you never speak to the actual decision-maker. HighLevel just fixed this completely with the Point of Contacts feature inside the Prospecting Tool.
You can now pull the direct phone numbers, email addresses, and social media profiles of the exact people who can actually sign your retainers. Let’s get your sales team past the front desk.
Part 1: Access the Prospecting Dashboard
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Inside your Agency View, navigate to Prospecting in the side navigation menu.
- Click on any specific prospect account inside your main Dashboard to open their detailed profile.
Part 2: Uncover the Direct Contact Data
Stop guessing who to email and find the exact decision-maker.
- Proceed directly to the Point of contacts tab.
- Review the Lead Information to see the vital details of your prospect, including their specific role and area of expertise.
- Check the Contact Information to access their direct phone numbers and personal email addresses so you can completely bypass the front desk.
- Review their Location Details to gain geographical insights and tailor your outreach strategy perfectly.
- Click on their linked Social Media Profiles (like Facebook, Twitter, and LinkedIn) to connect directly where they are most active.
Stop wasting your time pitching to receptionists and start closing deals directly with the actual decision-makers.
Frequently Asked Questions
How do I access the Prospecting Dashboard?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Inside your Agency View, navigate to Prospecting in the side navigation menu. Click on any specific prospect account inside your main Dashboard to open their detailed profile.
What should I know about uncover the Direct Contact Data?
Stop guessing who to email and find the exact decision-maker. Proceed directly to the Point of contacts tab. Review the Lead Information to see the vital details of your prospect, including their specific role and area of expertise. Check the Contact Information to access their direct phone numbers and personal email addresses so you can completely bypass the front desk. Review their Location Details to gain geographical insights and tailor your outreach strategy perfectly. Click on their linked Social Media Profiles (like Facebook, Twitter, and LinkedIn) to connect directly where they are most active. Stop wasting your time pitching to receptionists and start closing deals directly with the actual decision-makers.
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