We’ve made prospect creation more flexible by giving you control over when Marketing Audit Reports are generated.
Previously, every time you added a prospect from search results, a Marketing Audit Report was generated automatically. Some teams prefer to save prospects first and decide later which businesses need a full audit.
Now you can choose what happens when you add a new prospect.
Choose whether to generate a Marketing Audit Report
When adding a new prospect, you’ll see an option called Run marketing audit report.
If enabled:
- The prospect is saved.
- A Marketing Audit Report is generated automatically.
If disabled:
- The prospect is saved immediately.
- No audit is generated.
- You can generate the report later from the Prospect Details page.
Faster prospect list building
This helps teams that prefer to:
- Save prospects in bulk
- Build prospect lists first
- Generate audits only for the highest-priority opportunities
With this update, you can add prospects without waiting for audit generation each time.
Audits are still available when you need them
Marketing Audit Reports can help you identify:
- Website performance issues
- Google Business Profile opportunities
- Local SEO insights
- Reputation and review gaps
- Listings and visibility improvements