Knowledge Base

Prospector is an outbound lead generation tool powered by Cognism that lets you search a unique database of 400 million profiles and 10 million companies gathered from high-quality public and private sources for new leads.

You can use personalized criteria to search the database for leads to add to your Leads Inbox.

Using Prospector

To open Prospector, go to Leads > Prospector.

If you haven’t set up the Prospector tool yet, you’ll have to click “Continue to Prospector” and go through the setup flow.

If Prospector is already active but you haven’t added any filters yet, you’ll see the following options:

• Edit – add filter criteria to narrow down your prospects
• Save filter – save your current filter for future use, or create a new filter to save
• The “i” button – check your credit balance, or click “Get more credits” to add more
• The person and organization icons – switch between person or organization prospects
• “+ Add prospects” – choose prospects to add to your account
  
• My prospects – see people or organizations you’ve already added
  

After adding a filter, you’ll see a list of relevant prospects. Click the “+” on the right to add a prospect to your account as a new lead.

You can also hover your cursor over the icons in the available details column and click “View more details” to see the contact information that’ll be available once the prospect is added to your account.

Viewing your new leads

You can navigate to your new lead's detail view from your prospects list using the arrow button:

Click the “...” to report an inaccurate prospect, or hover and select “View more details” to see the information that was previously blurred out.

In the lead's detail view, see publicly available information about the prospect, including their company, job title, phone number, email address and location.

In the notes section, you’ll also be provided additional information that doesn’t fit directly into Pipedrive fields, like secondary phone numbers or extended work history.

Reporting inaccurate leads

If you notice inaccuracies within a prospector lead, like an out-of-service phone number or dead email address, you can report this to our team for an investigation to get your lead credit back.

You can do this in two ways:

• Click “...” > Report inaccurate prospect in the prospects list
  

• Click “...”> Report inaccurate prospect in the lead's detail view

Then fill out a form describing the inaccuracies of the lead, as well as additional details if you would like to give some more information.

As soon as our team has reviewed your lead, we’ll contact you directly with any feedback on your case and whether or not the lead was deemed inaccurate.

How does Prospector avoid duplicates?

Pipedrive has a duplicate checker to avoid adding leads that are duplicates of contacts in your account.

Duplicate conditions

In Pipedrive, the following fields are used to detect duplicates:

Organizations

If you have an organization in Pipedrive with the same name as a new prospect, you'll see a warning notifying you that Similar organizations exist in your contact base.

Click “Review” to see the possible duplicate organization.

You can link the organizations together and add the data from the new organization into the existing one, or keep them separate.

If you link the organizations, you can click the “..." next to the prospect and see the linked deal, or unlink the two.

Contact people or leads

If you add a lead with a contact person that matches an existing one, you’ll be notified with this message:

You can either link the new lead to the existing contact or create a new contact for that lead.

How can I add more credits?

Any global admin user can purchase additional credits by clicking “i” > “Get more credits.”

You can change your monthly allowance of credits, or make a one-time purchase of extra credits for that month.

After you click “Purchase credits,“ you’ll be directed to a billing page where you can review and confirm the purchase. Learn more about adding credits in this guide.