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Help CenterPlatform · List Building

Account Search

Query specialized third-party databases for accounts and records by dataset and filters, with per-record cost tracking.

Updated Oct 19, 2026 5 steps 5 questions answeredOpen this page in the platform
On this page
  • Overview
  • How to use this page
    • Select the client
    • Choose a data source
    • Add filters
    • Set a record limit and run
    • Review recent queries
  • What the buttons do
  • Common questions
On this page
  • Overview
  • How to use this page
    • Select the client
    • Choose a data source
    • Add filters
    • Set a record limit and run
    • Review recent queries
  • What the buttons do
  • Common questions

Overview

Account Search queries third-party databases for accounts and records that the standard people search does not cover well (for example local businesses, company firmographics, hiring signals, and marketplace sellers) for the selected client. Pick a data source, set filters and a record limit, run the query, and review past runs. A readiness panel summarizes your source, filters, estimated cost, and history before you spend. Pulling records costs money.

How to use this page

  1. 1

    Select the client

    Pick the client in the top-right switcher so the query and its results belong to that deal.

  2. 2

    Choose a data source

    Pick the database that fits what you are after (for example Google Maps for local businesses, or a firmographics dataset). The readiness panel shows what the source covers.

  3. 3

    Add filters

    Use Select field to add a filter, then set its value. For a value-list filter, type a value and press Enter to add it (multiple values match with OR). For a single-value filter, pressing Enter runs the whole query once you have at least one filter set.

  4. 4

    Set a record limit and run

    Choose how many records to pull. The estimated cost updates with the limit. Records cost money, so keep the limit tight and the filters specific, then run the query.

  5. 5

    Review recent queries

    The Query History list shows each run's dataset, filters, record count, cost, who ran it, and date. Use Load to reload a past query's filters or CSV to download its records.

What the buttons do

Data source
Selects which third-party database to query.
Select field / Add filter
Adds a filter on one of the dataset's supported fields, then lets you set its value.
Record limit
Caps how many records to pull, which sets the estimated cost shown next to it.
Run Query
Executes the query and bills for the records returned. Requires at least one filter. Pressing Enter in a single-value filter input also runs it.
Load
Reloads a past query's dataset and filters so you can re-run it with tweaks.
CSV
Downloads the records from a past query as a CSV.

Common questions

Does this cost money?
Yes. Each run pulls real records that are billed per record, so the recent queries list tracks the cost of each query, and the setup panel shows an estimate before you run.
When should I use Account Search vs Contact Search?
Use Contact Search for standard B2B people with work emails. Use Account Search for specialized datasets like local businesses, firmographics, hiring signals, or marketplace sellers.
How do I run the query with the keyboard?
Once you have set at least one filter, press Enter in a single-value filter input to run the query. In a value-list input, Enter adds the typed value to the list instead.
Why did a query time out or return little?
Large datasets take time to build and a too-broad query can time out. Narrow the filters and try a smaller limit.
Who can use Account Search?
Managed SalesHive services and explicit List Building packages include this tool. Self-Service and plain Platform Only plans do not. Your user permissions still apply. Without workspace eligibility, the List Building folder is hidden and direct links show an access explanation. Paid data and research charges still apply. If an eligible workspace is missing the tool, ask your SalesHive team to review your access.
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Category: Platform · List Building

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