Prospect Preferences
Prospect preferences define the kind of leads and companies you are targeting. This data is used by features like event search to generate tailored recommendations.
Target industries
Enter the industries you are targeting as comma-separated values (e.g., “SaaS, FinTech, Healthcare”). These industries are factored into event search prompts to find conferences and networking opportunities relevant to your market.
Company size
Set a minimum and maximum employee count to define your ideal prospect company size. For example:
- Minimum: 10 — Filter out very small companies or solopreneurs.
- Maximum: 500 — Focus on SMBs rather than enterprise.
This preference also helps when you are evaluating companiesin your pipeline and deciding where to focus your effort.
Travel preferences
Configure your willingness and budget for traveling to events:
| Setting | Description |
|---|---|
| Yearly budget | Total travel budget for the year. |
| Monthly budget | Monthly travel spending limit. |
| Weekly budget | Weekly travel spending limit. |
| Travel distance | Maximum distance you are willing to travel for events. |
These preferences are used by the event searchtool to recommend events within your travel range and budget.
Saving changes
All preference fields are editable inline. Update a value and it saves automatically. Changes take effect immediately for any features that reference your preferences.
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