1.

Search prospects by title, location and industry.

Try to make the list 500 pages or at most 1000 pages, because after 500 pages,
the list will hide prospects information due to limited views. However, for a 1000
pages list, we can first sort the prospects last name from A to Z for first 500
pages, later we can sort their last names from Z to A and work on the rest of 500
pages.

2. Copy the list by page, and paste them in Excel in format.



3. Trim the data.
(1) Delete column (A) which is an empty column.
(2) Delete the last column (H), which is Updated.
(3) Select all columns and unmerged.
(4) In last column, type in formula = A2. This will capture the phone number and
put it at the end of the row for each prospect.
(5) Copy and special paste by value the last column; make sure it will not change
by further actions.
(6) Sort the data by Name
(7) Delete all other rows beside rows with valid entry. Keep only rows with
(Name, Company, Title, City, States, Country, Phone) but no heading needed.
(8) Insert two columns before column Name.
(9) Select and copy Name column and paste in Word.doc.
(10) In Word, replace all characters in Bold to empty and copy paste the email
back to the second column in Excel.
(11) Same as step (9), this time replace all characters in Regular to empty and
copy paste the name back to the first column in Excel.
(12) Check if the new two columns (name and email) are correctly matched with
the original column Name (See below). Then delete the original column Name.


5. Save the data in to .csv format, then it is ready to run in R.

6. After running the R code, upload the output csv file in Pardot.