Contact Search

How to use this page

1. 1

   Select the client and check the allowance

   Pick the client in the top-right switcher. The allowance card shows how many contacts remain this month, how many are used of the limit, and when it renews. For client searches, the used and remaining values change by the number of net-new contacts returned, not by the later Add to Contacts click.

2. 2

   Name the search and set how many to find

   Give the search a list 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. Pressing Enter in the count field starts the search. The requested number is a ceiling, so suppression or the available matching data can leave fewer net-new rows.

3. 3

   Build the targeting filters

   Add job titles to include or exclude, seniority and functional levels, email status, company domains, company keywords, revenue range, and funding stage. For Location, leave the Region / Country / State switch on and pick countries or states from the list (states show with their country, such as California, US), or switch to City for free-text city entry. Regions such as EMEA or Europe are no longer offered, so pick the countries instead. The industry list shows every option; the location list shows the first 500 matches, so type to narrow it. Choose company-size bands from the options shown. Structured location, industry, and size values cannot be added as custom chips.

4. 4

   Run the search

   Click Search. The button shows a spinner and reads Searching while the run works, and large searches can take several minutes. If the server rejects a filter or returns an incomplete response, the setup stops and shows a readable correction message instead of polling an unknown run. Results appear in a table with name, title, email, mobile, LinkedIn, location, and company firmographics. The search removes identities already accepted by an earlier search for this client, identities already in the client contact pool, and duplicates within the same run before showing the net-new results.

5. 5

   Review and add to Contacts

   Scan the matches, then click Add to Contacts to save them into the client's contact pool. A toast confirms success or reports a problem. The search has already counted the net-new results against the client allowance. Add to Contacts saves those results without consuming a second allowance amount, so confirm the targeting looks right before saving. Download CSV exports the results without using extra allowance.

6. 6

   Reuse recent searches

   The Recent Searches list shows past searches with their file name, status, and count. You can load a past run's filters or results, add a completed result set to Contacts, or download its CSV. Each completed row shows its net-new count and, when applicable, its suppressed count.

7. 7

   Archive or restore a past search

   Select Archive on a Recent Searches row and confirm to hide that run from the active list. Its results, CSV export, suppression history, and usage record stay intact. When archived searches exist, select Archived (count) to view them, then select Restore on a row to return it to Recent Searches.

What the buttons do

List name

Labels the search so it is recognizable in Recent Searches.

Number of contacts to find

Sets how many prospects to pull. Default 1,000; clients are capped at the remaining allowance. Press Enter here to start the search.

Targeting filters

Uses open-entry chips for titles, cities, domains, and keywords, plus supported choices for seniority, function, country, state, industry, company size, revenue, funding, and email status.

Search

Runs the prospect search with the configured filters. Shows Searching while it works and displays the server correction message if a structured value or response is rejected.

Add to Contacts

Saves the current net-new matches into the selected client's Contacts. The search allowance was already counted from net-new results, so this action does not charge the same rows again.

Download CSV

Exports the results as a CSV. Does not use extra allowance; a failed download shows an error toast.

Recent Searches

Lists the latest active searches. Load restores filters or results, Add saves a completed result set, CSV downloads it, and the Contacts column shows new and suppressed counts.

Archive

After confirmation, hides a past search from Recent Searches without removing its results, exports, suppression history, or usage record.

Archived (count) / Recent

Switches between archived searches and the active Recent Searches list when archived runs exist.

Restore

Returns an archived search to Recent Searches.

Net-new result count

The results heading counts contacts that survived the client suppression check and are new for this client. It does not include previously pulled contacts.

Suppressed count (Recent Searches)

The Contacts column shows the net-new count and, when applicable, how many previously pulled contacts were suppressed for this client.

Common questions