Our contacts feature allows you to convert website visits into valuable leads by providing access to potential contacts within the companies that visit your site. To start utilising this feature, click the search button to retrieve any available contacts associated with the business within your portal.
You will have access to the name, job title, location and, if available, a link to the persons LinkedIn profile. Contact credits allow you to purchase the email address, direct phone number and mobile when available. The number of credits you have available is shown here.
The contact credits available reset each calendar month, and any unused credits do not carry over to subsequent months. If you need more contact credits, please speak to your customer success manager.
Basic filtering enables you to search based on job title, or you can switch to search based on a name.
Clicking the “Additional Filters” toggle opens up extra filtering options. Here you can select different roles such as director or manager. You may also define specific departments like Finance, marketing, or sales.
You can filter contacts by location, choosing specific countries. For the USA and Canada, you can also select states or provinces. For all countries, cities can be entered using the free text option.
Remember, it’s important to target the key decision maker you would typically interact with for the business in question. This individual may vary depending on the attributes of the opportunity such as location, industry, and product of interest.
Click Search to apply your filter criteria. This filter will remain active as you navigate through your portal and persist even after logging out and back in. The filter remains, even after closing the additional filters toggle.
Filters are user-specific, allowing each user to customise their own contact criteria.
You can remove any aspect of the filter applied by clicking the X associated with the filter, or you can clear all filters by clicking the button here.
The number of contacts shown per page is defaulted to 25, however, you may extend this to provide up to 100 contacts per page for easier navigation.
Once you click “add”, the contact is added to the “my contacts” tab. One credit is used per contact acquired. Here you can access the details for all the contacts you have acquired for the chosen business.
Contacts can be manually added by clicking the New Contact button and entering the relevant details. Here you can enter, first name, last name, job title, any phone numbers you have available for said contact, email address and any notes you wish to apply.
To access all contacts acquired click the link “view all acquired contacts”. This will take you to another screen which you can access by going to Setup > Contact Information> Acquired Contacts.
Here you can set a date range to pull all contacts that have been acquired in your portal for the time frame you defined. You can also export this data into an excel file for use outside of the Lead Forensics portal.