Lead Search & Prospecting

Find new leads matching your ideal customer profile. Get contact info automatically.

What It Does

• Search — Find leads by company, title, industry, location
• Enrich — Get email addresses and phone numbers
• Import — Add directly to your lead pipeline
• Automate — AI starts conversations immediately

How It Works

┌──────────────────┐
│   Set Criteria   │  ← Industry, title, location
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│   Search Leads   │  ← AI finds matching people
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│  Enrich Contacts │  ← Get email + phone
└────────┬─────────┘
         │
         ▼
┌──────────────────┐
│   Import & Go    │  ← AI starts outreach
└──────────────────┘

Search Criteria

Available Filters

Example Searches

Real Estate Agents in Miami:

Title: Real Estate Agent, Realtor
Location: Miami, FL
Industry: Real Estate

SaaS Sales Leaders:

Title: VP Sales, Sales Director, Head of Sales
Industry: Software, SaaS
Company Size: 51-200

Healthcare Decision Makers:

Title: Practice Manager, Office Manager
Industry: Healthcare, Medical
Location: Texas

Using Lead Search

Step 1: Open Lead Search

1. Go to Leads → Find New Leads
2. Or click Lead Search in navigation

Step 2: Set Your Criteria

1. Enter job titles (comma-separated)
2. Select industries
3. Choose locations
4. Set company size range
5. Add any keywords

Step 3: Run Search

1. Click Search
2. Review matching leads
3. Select leads to import
4. Choose enrichment options

Step 4: Enrich Contacts

Before importing, enrich to get contact info:

Step 5: Import & Assign

1. Select leads to import
2. Choose lead source (or create new)
3. Assign to an AI agent
4. Click Import
5. AI starts outreach automatically

Credit Costs

Example

Find 50 leads:          50 credits
Enrich with email:      50 credits
Enrich with phone:      50 credits
────────────────────────────────────
Total: 150 credits for 50 complete leads

Search Tips

Better Results

• Specific titles — "VP Sales" not just "Sales"
• Multiple variations — "CEO, Founder, Owner"
• Right location — City + State for US
• Reasonable size — Match your ideal customer

Avoiding Waste

• Preview first — Review before bulk import
• Start small — Test with 10-20 leads first
• Check quality — Verify a few manually
• Refine criteria — Narrow if results are off

Enrichment Quality

Not every lead can be enriched. Expect:

You're only charged for successful enrichments.

After Import

Imported leads automatically:

1. Get added to your pipeline
2. Get assigned to selected agent
3. Enter NEW stage
4. AI begins outreach (based on agent settings)

What AI Does

If your agent is set to Blended mode:

Day 1: AI sends first email
Day 2: AI sends SMS (if no response)
Day 4: AI makes voice call (if still no response)

FAQs

"Where do leads come from?" We use professional data providers to find business contacts matching your criteria.

"How accurate is the data?" Email addresses are verified before return. Phone numbers are validated. Success rates vary by industry.

"Can I search for consumer leads?" This is designed for B2B prospecting. For consumer leads, use other lead sources.

"What if I get a bad email?" Unverified emails aren't charged. If a verified email bounces, contact support.

"Can I export search results?" Yes. Export to CSV before or after import.

"How often is data updated?" Data is refreshed regularly. For best results, search close to when you'll contact.

"Can I save search criteria?" Yes. Save searches for repeated prospecting.

"Is there a daily limit?" No hard limit, but large searches may take time. Consider running in batches.

"What about GDPR/privacy?" All data is sourced from public business profiles and complies with data regulations.

"Can I search by company?" Yes. Enter specific company names to find contacts at those companies.

Related

• Credit Costs — Understand pricing
• Lead Sources — All ways to add leads
• Configure Agent — Set up AI outreach