Prospecting Tool

We are using the automation action to add pipeline opportunities whenever a new report is generated but there is no way to current tie the report to the created opportunity for easy viewing. It would greatly improve sales team efficiency if they could access the prospecting report directly from the associated opportunity card.

Problem: When a company is manually added to the Prospecting Tool, the generated report can be inaccurate or misleading. This issue is especially noticeable when adding virtual companies or businesses that do not have a Google Business Profile, Google Maps listing, or public Google presence. Because these companies cannot be added through the automated prospecting flow, they must be entered manually. However, the system still attempts to generate a report as if Google data exists. Current Behavior: -The Prospecting Tool generates a report even when no valid Google data source exists -Scores, audit results, or insights appear incomplete, incorrect, or irrelevant -The tool does not clearly indicate missing data or unsupported data sources -This can lead to confusion for users and inaccurate representations when sharing reports with prospects Expected / Desired Behavior: -Detect when a manually added company does not have a Google Business Profile or Google data -Adjust the report logic to account for “non-Google” or virtual businesses Either: -Clearly flag missing or unavailable data sources in the report, or -Allow users to select the business type (e.g., virtual business, service-only, no GBP) and tailor the audit accordingly -Prevent inaccurate scoring or placeholders when required data sources do not exist Why This Matters: Many agencies work with: -Virtual businesses -Service-based companies -Startups without a Google Business Profile Accurate prospecting reports are critical for trust, sales conversations, and onboarding. Generating reports based on nonexistent data reduces confidence in the tool and creates unnecessary friction.

I am using the unlimited agency plan in order to white-label the dashboard and sell services to my client-base. It seems to me that there's no continuity between Leads/Opportunities, Prospects, Contacts/Companies and your agency vs your company account. I feel like I have to input the same information over and over depending on how I use the agency and company accounts. (that's a whole different issue as well) I am using the suggested method of prospecting under my business account. I start with a prospect so I can generate reports which are great to use in the sales process. Once I engage a prospect I create a demo account for them which requires going into the agency profile and re-entering info in order to create an account. If I want that prospect to show up in my opportunities I would also have to input their info as an opportunity. The prospect does show up in contacts but the business that you locate as the prospect only shows up in "Business Info" under the contact it does not create a Company...why is there a distinction between business and company? Doesn't this all seem oddly disconnected and/or redundant? I think it is awkward to have an agency account and a business account and no sync between the two. Same with differentiating leads and prospects with no sync or conversion from one to the other. And it would also streamline the process if I could generate a sub-account with a single click from a prospect but unfortunately my prospects live in my company account not my agency account. Does anyone have a different methodology that made this work for them?

Given the efficiency gains for high-volume prospecting workflows, is there a roadmap or design consideration for introducing a bulk “Convert to Contact” action in the Prospecting Tool, similar to the behavior of tools like Migrate?

As one of the main features of HighLevel is a calendar booking tool, it would be good if the prospecting tool showed if the business already had one. Just like https://www.localscraper.com/ does

It would extremely more powerful for agencies to have the possibility to link dynamically (using custom values, for example), the report generated by the prospecting tool inside the automation workflows. This would allow to send unique automated outreach which will convert much more than regular outreach.

Currently, when launching the widget, you cannot adjust either the fields or the general language of the form that the prospect can use. Would be an amazing enhancement if we could add on the one hand the custom descriptions of the field and on the other hand pre-input the language the form and report should be.

Hi GHL Team, i have realized that when creating the form, we don't have the opportunity to adjust the names + placeholders of the fields that we have on the form. I have tried to update the form to Italian, but it wouldn't let me change the fields. Would be great for non English speaking prospects. Also, would be great to have a field where i can chose the output language of the report in advance so every report that comes out of the tool is in that language. Additionally, can we make it mandatory that they input the email and then end up at a thank you page (funnel style) where we tell them they'll get their report in their mail? Thanks in advance!

My agency's local business sub accounts would like the AI Prospecting to be enhanced to help them identify individual consumers (not other businesses) in their area to market their services to.

1) The widget needs to be able to be modified. For example: In order to remain A2P compliant we need to be able to add a field with a check box giving permission to collect SMS data (phone numbers). 2) Be able to add hidden fields to collect UTM data to feed back to facebook if a prospect fills out the form. Unless it's already collected in the API. 3) Needs the ability to redirect when submitted. 4) Some way to edit the standard email and SMS that is sent when sharing the report with a prospect. How can we change the templates and snippets for this? 5) A way to connect the report to a contact so that if a contact is added to a workflow a link can be created to send to the prospect inside of an email or SMS step.