Prospect Categories in the Sparkforge Prospecting Tool
Prospect Categories let you tag and filter leads inside the Sparkforge Prospecting Tool. Create custom categories, assign them in bulk, and surface the right prospects fast.
Prospect Categories add tagging and filtering to the Sparkforge Prospecting Tool. Build custom categories, assign them to individual prospects (or in bulk), and filter your prospect list by category.
What Categories Do
- Create custom categories inside the Prospecting Tool.
- Assign categories to prospects so they're easier to identify and segment.
- Filter the prospect list by one or more categories.
- Bulk-categorize existing prospects so adoption is fast.
How Agencies Use Them
Categories scale prospect management for agencies handling growing lead volumes. Common patterns:
- Priority: hot, warm, cold.
- Niche or industry: dental, restaurants, real estate, etc.
- User type: owner, manager, decision-maker.
- Source: referral, paid ad, organic search.
Why It Helps
As prospect lists grow, ad-hoc tracking breaks down. Categories let you group, prioritize, and pull subsets without exporting to a spreadsheet or building complex saved searches.
Frequently Asked Questions
Can I create my own categories?
Yes. The Prospecting Tool supports custom categories you define from inside the tool.
Can I bulk-assign a category to many prospects?
Yes. Bulk categorization is supported, which is the fast way to tag a large existing prospect list.
Can I filter prospects by category?
Yes. The list view includes a category filter so you can drill down to a single segment.
Can a prospect have more than one category?
Categories are designed for grouping, so apply them to fit how your team segments leads.
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