You bookmark a company because it looks promising, then return a week later and cannot remember why. The website is still there, but the sales context has disappeared.
Save relevant company websites with Prospect, check the captured details, and export the reviewed records. Add a fit reason and next action to turn saved links into a usable sales prospect list.
Begin with one folder or research session so you can check whether every retained company has a reason to be there.
Define what belongs in the collection
Start with one business problem, territory, or customer type. A folder called Commercial HVAC prospects is easier to review than one called Interesting sites. Put directories, research articles, and suppliers you use yourself somewhere else.
Choose the record you want to create. For an account list, one row may represent a company. For a field-sales list, each branch may deserve its own row. Make that decision before collecting dozens of URLs from the same brand.
A useful admission rule is simple: the business appears to serve your target market, operates in your territory, and has enough public information to justify the next research step. It does not need to be fully qualified yet.
Capture new company websites as you browse
Open the actual company website and confirm the business identity. Search results and directory pages can be useful discovery sources, but they should not be mistaken for the company's own site.
Prospect — Sales Bookmarks can capture a website through its toolbar button or Chrome's bookmark star. Its default settings capture new bookmarks automatically and open the organizer after saving; those behaviors can be changed in Settings.
In the toolbar popup, click Save this site. Use Saved prospects to open the organizer if it does not open automatically. In Settings, the relevant switches are Capture new Chrome bookmarks and Open the organizer after saving; click Save settings after changing them.
Use a recognizable business page when saving. A contact or location page may make the relevant details easier to review than a temporary promotion page. After capture, check the company name and domain before moving to the next business.
Bring an existing folder into the same process
Old bookmarks are a separate starting point. Choose the relevant folder in Prospect's bookmark-folder import, rather than expecting installation to process your entire history. The listing says subfolders are included and that the import visits websites in temporary background tabs.
Review the folder first. Remove unrelated bookmarks from the proposed batch, or create a smaller research folder containing only the sites you want to capture. Preserve your original bookmark collection if it also serves another purpose.
Some links may no longer lead to useful business pages. A redirect to an unrelated company, an expired domain, or an unreadable page needs manual review. Do not turn a saved page title into a verified company name without checking it.
Add the sales context that a website cannot supply
Captured contact information answers who and where. Your research needs to answer why and what next. Add these fields in your working spreadsheet or as suitable manual fields:
| Field | Useful example |
|---|---|
| Fit reason | Lists commercial refrigeration installation |
| Evidence URL | Specific service page supporting that observation |
| Qualification status | Needs research |
| Open question | Does this branch handle purchasing locally? |
| Next action | Confirm service area and buying contact |
These are illustrative entries, not claims about a real company. Keep observations and conclusions separate. A site mentioning warehouses supports a service-category observation; it does not prove a current buying need.
Review before exporting
Check for repeated domains and separate branches. Review blank fields intentionally instead of treating every empty cell as an emergency. A missing email may be acceptable for a research queue, while a missing company identity should stop the record from moving into an outreach list.
Export the relevant selection or filtered group. Keep the exported file as a dated snapshot, then maintain ownership and follow-up in one working spreadsheet or CRM. Repeated exports should not overwrite the notes your sales work has added.
Finish one record before collecting the next batch
Try the workflow on a business you already recognize. Save its company page, open the captured record, and check the name and website against that page. Add a one-sentence fit reason in your working list before exporting.
The record is useful when you can answer three questions: which business is this, what evidence makes it relevant, and what should happen next? If the only answer is a URL, leave it in the research queue.
For a fictional repair business, the completed note could read: “Commercial refrigeration repair listed on its services page; branch purchasing responsibility unknown; next action is to identify the appropriate supplier-inquiry route.” That gives the saved website a purpose you can recover next week.
Related Questions
Will installing Prospect import all my old bookmarks?
Existing folders are imported when you choose the bookmark-folder import. Automatic capture of new bookmarks is a separate setting. Start with a relevant folder and review its results before expanding the batch.
Should every bookmark become a prospect?
No. Keep reference articles, directories, vendors, and unrelated websites out of the working prospect list. Capture a business because it matches a defined research goal, then record the reason it may fit.
For a repeatable folder structure, see organizing sales bookmarks. For the wider workflow, use prospecting with Chrome.
Published by Stephen Modliszewski, publisher of Prospect — Sales Bookmarks. ProspectClip is the extension’s website. Fictional examples and illustrative calculations are teaching aids, not customer results.