Getting Started with the Seller Directory for Lead Buyers

Guide Overview

Summary:
Learn how to access, search, and send an introduction to certified lead sellers using the Seller Directory.

Learning Objectives:

• Understand who can access the Seller Directory
• Learn how to search and filter for relevant sellers
• Send introduction requests to initiate partnerships
• Verify your setup and eligibility before using the directory

Quick Start Workflow

1. Log In to Your Account
2. Confirm Eligibility (Buyer + Contracted Account)
3. Complete Your Company Profile
4. Browse and Filter Sellers
5. Send an Introduction Request

Step-by-Step Instructions

Step 1. Log In and Access the Seller Directory

• Goal: Access the directory of verified sellers
• Context: The Seller Directory is a curated list of verified partners available on the platform.

Instructions:

1. Log in to your account
2. Navigate to the Seller Directory from within the platform: https://app.activeprospect.com/network/directory

Expected Result:
You see a list of seller preview cards with high-level information about each seller. If you do not see this, check your eligibility in the next step.

Step 2. Confirm Your Eligibility

• Goal: Confirm you are eligible to view the Seller Directory
• Context: Not all users view the directory at this time

Instructions:

1. Confirm your account is a contracted account and that you are using LeadConduit
2. Verify your role is set as a lead buyer or both buyer and seller in your company profile: https://app.activeprospect.com/account/settings/profile/edit

Expected Result:
You are able to view sellers in the Seller Directory

Step 3. Browse and Filter Sellers

• Goal: Find relevant sellers for your business needs
• Context: The directory includes verified sellers with curated profiles

Instructions:

1. Review seller preview cards on the directory page
2. Use filters to narrow results by:
   • Lead vertical
   • Lead type
   • Zip code requirements
   • Pricing model
   • Number of connections
3. Click on a seller card to view the full company profile

Expected Result:
You can identify sellers that match your target criteria and view detailed profiles

Step 4. Send an Introduction Request

• Goal: Initiate an introuction with a seller
• Context: Introductions are handled via email to start conversations

Instructions:

1. Select a seller from the directory
2. Click “Request Intro”. In order to send an introduction, all required fields in your company profile must be completed.
3. Fill out the introduction form. The from email is the main point of contact for your account specified in your company profile. When the seller replies to the introduction email, the reply will go to the from email.
4. (Optional) Add additional users to be CC’d
5. Submit the request

Expected Result:
An email introduction is sent to the seller.

Step 5. Track Your Introduction Status

• Goal: Monitor outreach and avoid duplicate requests

Instructions:

1. Return to the Seller Directory
2. Look for status indicators on seller profiles
3. You can also view sent introductions from the Connections page and navigating to the Introductions sent tab: https://app.activeprospect.com/network/connections

Expected Result:
You can clearly see which sellers are new, contacted, or connected

Validate Your Setup

To confirm everything is working:

• You can access the Seller Directory
• You can view seller profiles and apply filters
• The “Request Intro” button is enabled
• You successfully submit an introduction request
• You receive or are CC’d on the introduction email

Troubleshooting

Frequently Asked Questions (FAQ)

Q: Who can access the Seller Directory?
A: Only users with contracted accounts who are using LeadConduit, and who are designated as buyers (or both buyers and sellers).

Q: Why do I need a completed company profile?
A: A completed profile is required before you can send introduction requests to provide the Lead Seller more information about your company.

Q: How are sellers verified?
A: Sellers in the directory are curated and must meet baseline requirements such as a completed company profile, active connections, and generating TrustedForm Certificates from domains they own

Q: How does the introduction process work?
A: You submit a request, which sends an email introduction to the seller and relevant contacts.

Q: Can I message sellers directly in the platform?
A: No, messaging is handled via email introductions in this version.

Glossary