Research your leads and add them to a CRM Tracker - DeepVista

Prerequisites

Before you start, make sure you have a DeepVista account with an active project. To create an account, sign up here. Once you’re in, you’ll land on a blank homepage, ready to start.

Onboard Your Company and Ask DeepVista to Search Leads for You

1

Ask DeepVista: "Here's my company website: https://www.yourcompany.com. Help me find 20 leads."

DeepVista will learn your value propositions, ICPs, and key capabilities, then research and generate a table card, which serves as your CRM tracker 1.0.

2

Click the table card to expand the full list.

3

To view details for a specific entry, hover over the table row and click "Open."

Customize Your Search Fields

To retrieve additional information, prompt DeepVista: “Please add a column for the LinkedIn page. Research and populate it.” The system will automatically add and populate the new column with the requested data.

Next steps: Draft, Send, and Schedule Outreach Email

Draft, Send, and Schedule Outreach Email