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Prospects

This guide shows you how to access and use the Prospects section on Vendor Portal. It lets you view the list of companies and contacts who have shown interest in your profile. You can now review their intent scores, access contacts and company details.

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Prospects is a premium feature. Upgrade to unlock premium prospects and find the buyer intelligence score

Prospect List​

From the left navigation menu, select Prospects. The page initially displays company level prospects. If contact level data is available for a company, revealing it will display the contact details directly within that card.

At the top of the page, you can:

  • View the total number of prospects.
  • Track your available Contact Reveals.
  • Select a date range.
  • Search by company, person, or email.
  • Click Export to download company and contact level buyer intelligence prospects data as a CSV.

Intent Score​

Intent score represents the level of interest a buyer has shown while browsing products. The ranges are defined as:

81–100% – Prospects showing direct interest in your profile

61–80% – Prospects showing direct interest in another product in your category

41–60% – Prospects browsing multiple products or actively exploring your category

1–40% – Prospects browsing multiple categories, including yours

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Higher scores indicate stronger interest.

Company Level Prospects​

When you click a company card before revealing a contact, a detailed panel opens that includes summary and the following sections:

  • Overview: Shows the company's identity and contact details.
  • Contact Details: Shows the company's contact information.
  • Company: Provides company information, including Industry, No. of employees, Website, and Revenue.
  • Activity: Shows the company's interaction with your profile, including First seen, Last seen, Page URL, and Referrer.
Profile Views

Reveal a Contact​

When contact level information is available for a company prospect, an eye icon appears on the company card. Hover over the icon to view Reveal Contact.

To reveal the contact:

  • Click Reveal Contact
  • The available Contact Reveal credit will be used. One credit value will be used for a single contact reveal at a time.
  • Once a contact is revealed, the contact level information becomes permanently visible within that company card.
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You can track your available credits from the Contact Reveal counter at the top of the page. Once all credits have been used, you can purchase additional credits to continue revealing contacts.

Contact Level Prospects​

When you click a contact card, a detailed panel opens showing the contact's name, job title, view date, intent score, and a short summary.

The panel contains the following tabs:

  • Contact Details: Shows the contact's personal, contact, and company information.
  • User Activity: Shows the contact's activity and interactions with your profile.

The Contact Details tab contains the following sections:

  • Overview: Shows the contact's name and address.
  • Contact Information: Shows the primary and additional phone numbers and email addresses when available.
  • Company: Shows the contact's company, industry, revenue, website, and number of employees.

When multiple phone numbers or email addresses are available, the Primary label identifies the contact's main phone number or email address.

Prospect Notification Recipients​

Prospect Notification Recipients allows you to invite members to receive an email whenever a new prospect is added to your product. Recipients must accept the invitation before they can start receiving emails.

How to Add Prospect Notification Recipients​

From the prospects page, click Notify Recipients. A dialog box will open where you can invite new recipients and manage existing ones.

To add a recipient:

  1. Enter the email address: Type the recipient's email address in the input field.
  2. Click Invite: Click the Invite button or press Enter to send the invitation. The email address will appear in the recipient list with a Pending status.
  3. Wait for a response: The recipient will receive an invitation email containing options to accept or reject the invitation.
  4. Track the status: The recipient's status will update automatically after they respond.
Profile Views
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Recipients only receive prospect notification emails. They can't access the Vendor Portal. The invitation email is sent when the recipient is first added. Prospect notification emails begin only after the recipient accepts the invitation.

Recipient Invitation Statuses​

Each recipient can have one of the following statuses:

  • Pending: The invitation has been sent, but the recipient has not responded yet.
  • Accepted: The recipient accepted the invitation and will receive email notifications for every new prospect.
  • Rejected: The recipient declined the invitation and will not receive prospect notification emails.

Managing Recipients​

The recipient list displays all invited users along with their current invitation status.

  • You can add up to 5 recipients at a time.
  • The recipient count is displayed above the list, for example, Added (5/5).
  • Click the x icon next to a recipient to remove them from the list.
  • Removed recipients will immediately stop receiving prospect notification emails.
  • When another admin updates the recipient list, the latest changes will automatically appear in the dialog box.

Once a recipient is successfully added, a confirmation message will appear.

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The five-recipient limit includes all recipients currently displayed in the list, including accepted, pending, and rejected invitations. Remove an existing recipient before adding another one when the limit has been reached.

When a new prospect is received:

  • The system sends prospect notification email to each accepted recipient.
  • Pending and rejected recipients do not receive prospect emails.
  • No additional action is required after a recipient accepts the invitation.
  • Recipient statuses remain visible in the list so admins can track who currently receives notifications.

FAQs​

What types of prospects are available?

The Prospects page displays company level and contact level buyer intelligence contacts.

What is the difference between company level and contact level prospects?

Company level prospects represents an organization that has shown interest in your product profile. Whereas contact level prospects represents a specific contact associated with a company.

Can I export company level and contact level prospect data?

Yes. Click Export at the top of the prospects page to download the data as a CSV.