Prospect Preferences

Prospect and travel preferences describe the customers you are after and how far and how much you are willing to travel to meet them. Event search uses them to find events worth your time, and AI pipeline coaching uses your sales target. They sit on two tabs of your Profile: Prospect and Travel.

Changing your preferences

On either tab, click Edit, change the values, then click Save. Cancel stops editing without saving. Your preferences apply to the organization you are in. Only you can change them, and the Prospect and Travel tabs don't appear when a teammate opens your profile.

Prospect tab

Target Industries

Enter the industries you are targeting as comma-separated values (e.g., “Technology, Healthcare, Finance”). Event search combines them with your organization's industries to find conferences and networking opportunities in your market.

Company Size (Employees)

Set a minimum and maximum employee count for the companies you want to sell to. For example:

• Min: 10 — Leave out very small companies and solo founders.
• Max: 500 — Focus on small and mid-sized businesses rather than enterprise.

Event search looks for events that attract companies of this size.

Monthly Sales Target

Your monthly revenue goal, in dollars. AI pipeline coaching uses it to measure your progress and tailor its recommendations. Leave it empty if you don't have one.

Travel tab

Set how much you are willing to spend and how far you are willing to travel for events, for each of Yearly, Monthly and Weekly:

When you search for events, event search uses the budget and distance for the period you are searching: Weekly for this week, Monthly for this month or the next three months, and Yearly for this year.