Overview:
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Learn to understand sharper prospecting
- Learn to understand geography filtering in prospect discovery
Why this matters?
Prospect Discovery results are grounded in retrievable sources and SPICED reports draw on richer account context, so reps and sales leads take stronger output straight into a call.
Geography filtering also limits results to a business's actual sales territory, relevant for any business with a defined footprint as a distributor covering one state, a manufacturer selling across ANZ, or an exporter with specific markets.
How to run Prospect Discovery?
Note: There's nothing to set up. The upgrade applies automatically the next time you run either feature.
- Run a Prospect Discovery as you normally would on the Prospecting Agent.
- Open any prospect result and select its source. Each one is a real, retrievable link you can verify.
- Generate a SPICED report for an account as usual. The report will draw on richer account context than before.
Geography filtering
Prospect Discovery filters results to where your business actually sells, so you're not manually screening out companies you could never reach.
- Select Business Context on the left side corner menu. The Business Context page displays.
- Add Notes & free text and indicate the geographic coverage.
Note: This automatically updates the Geographic coverage in the Company profile which makes it seamless when you run your Prospect Discovery.
- Your next Prospect Discovery search will apply these as filters automatically.
Tip: To narrow a specific search further, adjust the filter on that search only. Your saved territory in Business context stays unchanged.
Note: If your territory changes, update it in Business context. All future searches will use the new filters from that point on.
Frequently Asked Questions
Do I need to set up geography filters, or will Prospect Discovery still work without them? Prospect Discovery works without them, but setting your sales geographies in Business context means every result is one you could genuinely sell to. This is worth doing before your next search.
Why are prospect sources different from before? Prospect Discovery now sources through Exa, so you'll see a broader and more verifiable set of retrievable sources behind each result.
Need more help?
No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.