Contact Search

Overview

Contact Search finds new target prospects for the selected client and saves the qualified ones into their Contacts. Build an ideal-customer profile with the filters on the left, run the search, review the matches, then add them to the client's contact pool. A monthly contact allowance (quota) is shown at the top and is consumed as you add contacts.

How to use this page

1. 1
   Select the client and check the allowance

   Pick the client in the top-right switcher. The quota card shows how many contacts remain this month, how many are used of the limit, and when it renews.

2. 2
   Name the search and set how many to find

   Give the search a file name so it is easy to recognize later, then set the number of contacts to find. The default is 1,000; for clients it is capped at the remaining monthly allowance.

3. 3
   Build the targeting filters

   Add job titles to include or exclude, seniority and functional levels, locations and cities (or exclusions), email status, company domains, industries to include or exclude, company keywords, size, revenue range, and funding stage. Type into a chip field and press Enter to add each value.

4. 4
   Run the search

   Click Search. The run starts and updates its status as it works; large searches can take several minutes. Results appear in a table with name, title, email, mobile, LinkedIn, location, and company firmographics.

5. 5
   Review and add to Contacts

   Scan the matches, then click Add to Contacts to save them into the client's contact pool. This is the step that consumes the allowance, so confirm the targeting looks right first.

6. 6
   Reuse recent searches

   The Recent runs list shows past searches with their file name, status, and count. You can add a past run's results to Contacts from there, or reload its filters to refine and run again.

What the buttons do

File name

Labels the search so it is recognizable in Recent runs.

Number of contacts to find

Sets how many prospects to pull. Default 1,000; clients are capped at the remaining allowance.

Chip filters

Title, seniority, location, industry, keyword, size, revenue, and funding filters. Press Enter to add each value.

Search

Runs the prospect search with the configured filters.

Add to Contacts

Saves the matched prospects into the client's Contacts. This uses the monthly allowance.

Recent runs

Lists past searches; reload their filters or add their results to Contacts.

Common questions