Win workFind and qualify prospects
Discover prospects
Search firms and people by industry, location, and headcount.
Overview
Prospects helps you find good-fit firms and contacts to research before outreach. It complements referrals and events—it does not replace relationship-first BD.
When to use it
- You are building a target list for a market or geography
- A principal asked for “firms like X” in a size band
- You want people at a domain you already care about (find people by domain)
Steps
Open Prospects from the workspace sidebar (or use the command menu: Cmd + K on Mac, Ctrl + K on Windows).
Set filters—industry, location, headcount, company type, and keywords. See Search by filters.
Open a company row, confirm fit, then save to contacts.
In Contacts, add a note on why now and optionally link the record to an account.
Discovery data is a starting point. Verify fit and timing before cold outreach—especially for high-trust AEC relationships.
Related
- Ideal client profile filters on saved contacts
- Enrich contacts after save
- Research on contacts for evidence-backed prep