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.