An overview of Prospects

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Professional

The Prospects tool allows you to see who is visiting your site. You can use the tool to help identify where on your site there are conversion opportunities as well as other businesses that may be interested in your product or services. 

Access Prospects

Navigate in HubSpot Sales to Sales Tools > Prospects to view a list of companies that have visited your website. In order to start tracking these visits, you will need to add a JavaScript tracking code to your company website.

This tracking code can be found within Prospects by clicking Actions in the top corner of the page and selecting View Tracking Code. It's possible that your team admin has already gotten this set up.

After the tracking code is installed, visits will start to appear in the Prospects tool. The stream is divided up by company. Each company that's listed will contain additional company information, a visitor breakdown and a listing of the pages viewed by these visitors.

Company Details

Clicking on the company name will pop out additional details about the company. You'll be able to see details about the company, such as industry, annual revenue, and location. Click on View in LinkedIn to access the company's LinkedIn profile or click the icon to the right of the Domain property to go to the company's website.

Click Add a company next to the company name to create a record for this company in your CRM database. The company will then be available from the Companies Dashboard.

Related Companies

Scroll down from the company details to see the Related Companies section. This will show you similar companies in the industry. Click on a company name to access the company's website. 

Recent Activity

When you preview a company in Prospects, the Recent Activity section gives you a feed of visitor activity from that company. You'll be able to see exactly which pages were visited and when. Whenever possible, we will also display exactly who the visitor was; otherwise, Anonymous Visitor will be displayed.

Prospect notifications

The Prospects tool allows you and your team members to receive email notification related to website visit activity. There are 2 types of notifications:

  • Daily Email: Receive a daily summary of the companies in this view that visited your site
  • Revisit notifications: Get a notification when a company in this view visits your site

These can be enabled within the left sidebar of Prospects, by selecting Manage notifications, which opens a modal box. Click the toggle switch next to the notification types you would like to enable. Team admins can also add their team members by selecting Team notifications.

Saved Views

Use the filter sidebar to refine the list of companies displayed. It is helpful to save a view based on territory, funding, annual revenue or other properties so you only see companies that you want to target. For more information about saving Prospects views, check out this article.

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