RESOURCES // TUTORIAL VIDEOS
Log into Prospect Visual
Everything you need to know to the first time you log into Prospect Visual.
Identify a Direct Connection to a company
Find out if any of your organization's contacts has a direct link to a target company.
Identify Connections to individuals from the Global Database
Expand your search to find out how the contacts in your account are connected to individuals from Prospect Visual's global database.
Use Path Reports to build and export custom reports
Get an overview on how to generate custom reports, export and share them using the powerful Path Reports functionality.
Generate a report on Contacts connections to other saved contacts
Find out how to generate a report on any of your contacts' strongest connections to other contacts within your account.
Look up a contact's Affiliations
Understand how you can view a list of up to date affiliations for any contact in less than two minutes.
Identify Connections to your Saved Contacts
Look up connections between any contacts saved in your account and assess the strength of their connection.
Create and assign Tags based on
your requirements
Learn the various different ways to create and assign custom Tags in your Prospect Visual account.
Generate a Report on a Contact's connections to the Global Database
Learn how you can generate a report on any contact's strongest connections to everyone in Prospect Visual's global database.
Generate a report on Connections to Corporations & Foundations
A tutorial on how to use Path Reports to show connections between a group of contacts and a Corporation or Foundation
A tutorial on how to use Path Reports to show connections between a group of contacts and a Corporation or Foundation
Generate a report on connections between two groups of Tags
Learn how to generate a report on the strongest connections between any two sub-groups within your account.