All visual guides
Lead generation 3–5 min

Process discovered companies

Move from a completed search to company selection and decision-makers.

Open Discoveries
Discoveries page with discovery history and processing controls
Follow the animated cursor to “Completed discovery”.
1

Step 1 of 3

Open discovery history

Go to Discoveries and find the completed location and category you want to process.

Discoveries page with discovery history and processing controls
Follow the animated cursor to “Row checkbox”.
2

Step 2 of 3

Select the discovery

Check the box at the beginning of its row. You can select more than one completed discovery.

Discoveries page with discovery history and processing controls
Follow the animated cursor to “Process”.
3

Step 3 of 3

Select Process

When the Discoveries Ready bar appears, select Process to open the three-step workflow.

You’re ready

Open the feature and follow the same steps in your account.

Open Discoveries