Platform Documentation

Platform Overview

The Harvester is a comprehensive business lead management platform that helps you discover, manage, and analyze business opportunities.

Key Features

• 🔍 Advanced business search with Google Places integration
• 💾 Automatic lead enrichment and local storage
• 📊 Real-time analytics and reporting
• 👥 Team collaboration with role-based access
• 🔐 Secure API key management
• 📱 Lead pipeline management
• 🏷️ Tagging and categorization system

First Steps

• 1. Log in to your account
• 2. Set up your API keys in Settings
• 3. Navigate to Dashboard to see your overview
• 4. Start searching for leads using the search feature
• 5. Organize leads using status and tags

Search Parameters

To find the right leads, use these search criteria:

Keywords

• Be specific: "Italian restaurant" instead of "restaurant"
• Use industry terms your target audience uses
• Examples: plumber, dentist, fitness center, auto repair

Location

• Enter city and state: "New York, NY"
• Or use ZIP code: "10001"
• Or neighborhood: "Manhattan"

Search Radius

• Set radius in kilometers (1-50 km)
• Larger radius = more results but may be less relevant
• Start with 5-10 km for urban areas
• Use 20-50 km for rural areas

Pro Tips

• ✓ Save searches for quick access later
• ✓ Export results to CSV for sharing
• ✓ Use filters to refine results
• ✓ Check business hours before contacting

Lead Status

• 🔵 New - Newly discovered leads
• 📞 Contacted - You have reached out
• ⚙️ On Progress - Active conversation
• ✅ Follow-up - Pending response
• 🎉 Closed - Deal completed

Using Tags

• Categorize leads by industry, size, or priority
• Create custom tags for your workflow
• Filter by tags to find specific lead groups
• Share tagged leads with team members

Lead Details

Each lead includes:

• • Business name and address
• • Phone number and website
• • Ratings and reviews count
• • Business hours
• • Photos and service information

Actions You Can Take

• 📝 Add notes about interactions
• 📧 Email contact information (view in details)
• 📞 Call directly from the platform
• 💾 Save to pipeline
• 🗑️ Archive or delete leads

Pipeline View

The Kanban-style pipeline shows leads organized by status columns.

Workflow

• 1. New leads appear in the "New" column
• 2. Drag to "Contacted" after reaching out
• 3. Move to "On Progress" for active deals
• 4. Use "Follow-up" for awaiting responses
• 5. Move to "Closed" when deal is complete

Quick Actions

• Drag and drop to change status
• Click to view full lead details
• Add notes directly on cards
• Assign to team members

Google Places API

• 1. Go to Google Cloud Console
• 2. Create a new project
• 3. Enable Google Places API
• 4. Create an API key
• 5. Copy and paste in Settings > API Keys
• 6. Test the connection

OpenAI API (Optional)

• Used for AI-powered lead analysis
• Get your API key from openai.com
• Add in Settings for enhanced features

Gemini API (Optional)

• Alternative AI integration
• Get key from Google AI Studio
• Useful for batch processing

Security Tips

• 🔒 Never share your API keys
• 🔑 Rotate keys regularly
• ⚠️ Set API usage limits
• 📊 Monitor API usage in Settings

Dashboard Overview

• 📈 Total leads discovered
• 📊 Conversion metrics
• 🔄 Status distribution
• 👥 Team performance
• 💰 Revenue tracking

Reports

Generate and export reports for:

• Lead generation trends
• Team performance metrics
• Sales pipeline analysis
• Revenue forecasting
• Industry insights

Exporting Data

• 1. Select leads or entire dataset
• 2. Click Export
• 3. Choose format (CSV, Excel, PDF)
• 4. Download or email report

User Management

• 👤 Add/remove team members
• 🔐 Assign roles (Admin, User)
• 📊 View user activity logs
• ⛔ Deactivate inactive users

User Roles

• 🔴 Admin - Full platform access, can manage users
• 🟢 Premium - Advanced features, unlimited searches
• 🟡 Free - Limited searches, basic features

Audit Logs

• View all user actions
• Track data access
• Monitor API usage
• Security and compliance

Platform Settings

• ⚙️ Configure API limits
• 📧 Email notifications
• 🔒 Security policies
• 💳 Billing and subscriptions

Search Strategy

• ✓ Start with niche searches for quality leads
• ✓ Use filters to refine results
• ✓ Export and analyze before outreach
• ✓ Test with small batches first

Lead Quality

• 📍 Verify location and business hours
• ⭐ Check ratings and reviews
• 📞 Validate phone numbers
• 🌐 Confirm website active

Team Collaboration

• 👥 Assign leads to team members
• 💬 Use notes for communication
• 📤 Share saved searches
• 📊 Review team progress regularly

Data Management

• 🗂️ Organize with tags and categories
• 🗑️ Archive old leads
• 📤 Regular backups and exports
• 📝 Document follow-up attempts

Q: How many leads can I search?

A: Depends on your subscription. Free users get limited searches, Premium users get unlimited access.

Q: Can I export my leads?

A: Yes! Export to CSV, Excel, or PDF from any view. Bulk export available for multiple leads.

Q: How do I invite team members?

A: Go to Admin > Users > Invite. Enter email and select role. They'll receive an invitation link.

Q: Is my data secure?

A: Yes! We use enterprise-grade encryption, secure API keys, and comply with data protection standards.

Q: What if I forget my password?

A: Click "Forgot Password" on the login page. You'll receive an email with reset instructions.

Q: Can I access from mobile?

A: Yes! The platform is fully responsive and works on phones, tablets, and desktops.

Q: How do I contact support?

A: Email us at support@datascrapper.com or use the chat feature in the app.