> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deepvista.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Research your leads and add them to a CRM Tracker

> Set up a CRM tracker and let DeepVista keep pipeline stages and next steps up to date from your conversations.

## Prerequisites

Before you start, make sure you have a DeepVista account with an active project.

To create an account, [sign up here](https://app.deepvista.ai/login?redirectUrl=%2Fsign%2520in).

Once you're in, you'll land on a blank homepage, ready to start.

<Frame>
  <img src="https://mintcdn.com/deepvistainc/_inCNvsT8zxiIr7Z/images/lightworkflow-doc-homepage.png?fit=max&auto=format&n=_inCNvsT8zxiIr7Z&q=85&s=c2fcde2912058f4d2d1a69f3fb0c0751" alt="" width="2048" height="1212" data-path="images/lightworkflow-doc-homepage.png" />
</Frame>

## Onboard Your Company and Ask DeepVista to Search Leads for You

<Steps>
  <Step title="Ask DeepVista: &#x22;Here's my company website: https://www.yourcompany.com. Help me find 20 leads.&#x22;">
    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.

    <Frame>
      <img src="https://mintcdn.com/deepvistainc/_inCNvsT8zxiIr7Z/images/lightworkflow-doc-crm-tracker-created.png?fit=max&auto=format&n=_inCNvsT8zxiIr7Z&q=85&s=4317bf74eb3e8ced0643ff72a18cbb08" alt="" width="1680" height="398" data-path="images/lightworkflow-doc-crm-tracker-created.png" />
    </Frame>
  </Step>

  <Step title="Click the table card to expand the full list.">
    <Frame>
      <img src="https://mintcdn.com/deepvistainc/_inCNvsT8zxiIr7Z/images/lightworkflow-doc-crm-tracker-expanded.png?fit=max&auto=format&n=_inCNvsT8zxiIr7Z&q=85&s=23262d285f4066f4c1471a9baddf35b3" alt="" width="2048" height="1145" data-path="images/lightworkflow-doc-crm-tracker-expanded.png" />
    </Frame>
  </Step>

  <Step title="To view details for a specific entry, hover over the table row and click &#x22;Open.&#x22;">
    <Frame>
      <img src="https://mintcdn.com/deepvistainc/_inCNvsT8zxiIr7Z/images/lightworkflow-doc-crm-tracker-open-entry.gif?s=c10d294c0e4735525a4b7a234e4417e6" alt="" width="1000" height="629" data-path="images/lightworkflow-doc-crm-tracker-open-entry.gif" />
    </Frame>
  </Step>
</Steps>

## Customize Your Search Fields

1. 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.
   <Frame>
     <img src="https://mintcdn.com/deepvistainc/_inCNvsT8zxiIr7Z/images/lightworkflow-doc-crm-tracker-linkedin-column.png?fit=max&auto=format&n=_inCNvsT8zxiIr7Z&q=85&s=c9a84967dcca4ec9fca31861c236b6d2" alt="" width="2048" height="1085" data-path="images/lightworkflow-doc-crm-tracker-linkedin-column.png" />
   </Frame>

## Next steps: Draft, Send, and Schedule Outreach Email

<Card title="Draft, Send, and Schedule Outreach Email" icon="paper-plane" href="/tutorials/lead-research-targeted-outreach" />