Prospecting Lead Widget

Prospecting Lead Widget

August 14, 20251 min read

The prospecting tool helps you capture leads and provide them with metrics right away. However, such a powerful tool was limited in many ways, so we’ve made some updates to increase its potential. Let's check it out!

⭐️How Will These Changes Affect You?:

  • Multiple Widgets: Now you can build up to 9 widgets in your prospecting tool, helping you manage different websites, brands, or campaigns.

    a
  • Form Customization: The submit button can be recolored and modified, and the input fields can be set as required, optional, or fully disabled for added personalization.

    b
  • Optional Google Listings: Leads can manually enter their business details to generate a report even if they don’t have a Google Business Profile. Helping you manage virtual or early-stage businesses.

    c

⭐️How To Create A Prospecting Widget?

Creating a prospecting widget will help you capture leads. With these improvements, the process includes some customization. So, let’s check it out!

  1. To start, navigate to the Prospecting tab inside the Marketing section. Switch to the Widgets option and click + Create Widget.

    1
  2. Modify the fields you want filled out by disabling or marking them as optional.

    2
  3. Customize the button’s color and text to your liking.

    3
  4. Once ready, click Save and Preview your widget.

    4

Wherever you’re embedding your site, these enhancements give you more control, flexibility, and personalization. Enjoy getting more leads with accurate information and added customization!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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