Define the market
Start with firmographic filters such as industry, location, size, and company type.
Prospecting
Discover and qualify net-new accounts
Prospecting search helps teams find new companies and contacts, evaluate fit, and bring the right records into Vesso without leaving the CRM workflow.
Search for companies and contacts
Use prospecting search when you need to build a target account list, identify new buying committee members, or expand coverage in a territory. Vee keeps AI-sourced contacts review-first by surfacing context such as role fit, source clues, confidence, and possible duplicates before you import. Quick filters and pagination make it easier to move through results while keeping the search focused.
- Open Prospecting from the CRM workspace.
- Select whether you are searching for companies, contacts, or both.
- Apply filters that match your ideal customer profile.
- Use quick-filter pills to refine results without rebuilding the search.
- Review source context, confidence, and duplicates before importing AI-sourced contacts.
- Import qualified records, then assign owner, segment, territory, or cadence as needed.
Review before importing
Open promising records, inspect available source context, and confirm fit before adding them to your CRM.
Assign ownership
Use owner, territory, and segment fields so new records enter the right follow-up path.
Trust the workflow, not a single field
Treat AI-sourced contact details as reviewable research: check sources, confidence, and duplicates before outreach.
Keep lists clean
Avoid importing broad lists without a clear motion, owner, or next step.
Import with context
The best prospecting workflows connect discovery to execution. Before importing a large group of records, decide who owns follow-up, which segment they belong to, and what action should happen next.
- ✓Use territories to route accounts to the right team or owner.
- ✓Add contacts to cadences only after confirming audience fit.
- ✓Use notes or tasks to preserve why a record was added.
- ✓Review source context, confidence, and duplicates before creating new account or contact records.
Data hygiene note
Prospecting works best when new records enter Vesso with a clear source, owner, and next step. AI-sourced contacts should be reviewed before outreach, especially when email, phone, title, or buying-committee role details are inferred from enrichment. Keep imported lists narrow and intentional so reporting, segments, and assignment rules stay reliable.