Track, filter, and automate your prospecting with ease.

When it comes to growing your business, not all leads are created equal. Some channels naturally bring in higher-quality prospects than others. That’s why HighLevel’s Prospecting Tool makes it simple to track and filter where your best leads are coming from - so you can focus on the sources that actually work.

Introduction to HighLevel Prospecting Tool

With the HighLevel Prospecting Tool, agencies and businesses can:

✅ Find new potential customers
✅ Generate instant marketing order reports
✅ Start outreach, all from one place

The best part? You can filter your prospects by source to see exactly where each lead originated. Whether it’s the prospecting widget on your website, Prospect AI, leads you’ve added manually, or data migrated from another system - you’ll instantly know which channel is delivering the best results.

Navigating the Prospecting Section

Inside your HighLevel account, head to Marketing → Prospecting. From here, you’ll see all your prospect accounts. By selecting the source filter at the top, you can view only the leads that came from the channels you care about most, making it easy to compare performance at a glance.

Filtering Prospects by Source

Want to know which source is giving you the warmest leads? Simply filter by:

• Migrated

• Prospecting Widget

• Prospect AI

• Manual

With one click, you’ll instantly see the data that matters most.

Advanced Workflow Automation

Here’s where it gets even more powerful: you can automate actions based on a prospect’s source. By creating a workflow with the Prospect Generated trigger, you can set filters for specific sources.

For example:

• If the source is Widget → automatically tag the lead as Prospect from Widget

• Send a welcome email or SMS immediately

• Notify your team to follow up fast

This ensures no lead slips through the cracks while keeping your outreach timely and personalized.

Creating and Saving Workflows

To set up a workflow:

1️⃣ Go to Automation and create a new workflow
2️⃣ Add the trigger: Prospect Generated
3️⃣ Filter by Source
4️⃣ Add actions like tagging, sending SMS/email, or internal notifications
5️⃣ Save and publish

In just minutes, you can build a lead management system that runs on autopilot.

Conclusion and Benefits

By tracking your best prospecting sources inside HighLevel, you’ll gain clarity on which channels bring the strongest leads. Combine that with smart workflows, and you’ll:

• Improve lead segmentation

• Send more relevant messages

• Get more replies and conversions

With HighLevel, prospecting isn’t just easier - it’s smarter.

Relevant Help Articles:

• HighLevel Prospecting Widgets