July 2nd, 2026

New

Sales Pipelines

More control when adding prospects in Prospecting Tool

We've made prospect creation more flexible by giving you control over when Marketing Audit Reports are generated.

Previously, every time you added a prospect from search results, a Marketing Audit Report would automatically be generated. While many customers love getting instant audit insights, others wanted a faster way to save prospects first and decide later which businesses deserved a full audit.

Now you can do both.

Choose Whether to Generate a Marketing Audit Report

Screenshot 2026-07-01 at 11

When adding a new prospect, you'll now see a new option:

Run marketing audit report

If enabled:

  • The prospect will be saved

  • A Marketing Audit Report will be generated automatically

If disabled:

  • The prospect will be saved immediately

  • No audit will be generated

  • You can generate the report later from the Prospect Details page

⚑ Faster Prospect List Building

Many agencies prefer to:

  • Save prospects in bulk

  • Build prospect lists first

  • Generate audits only for their highest-priority opportunities

With this update, you can quickly add prospects without waiting for audit generation every time.

Keep using audits when you need them

Marketing Audit Reports remain one of the most powerful parts of the Prospecting Tool, helping you uncover:

  1. Website performance issues

  2. Google Business Profile opportunities

  3. Local SEO insights

  4. Reputation and review gaps

  5. Listings and visibility improvements