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Learn about the people search here, !

People Search

You can learn how to use the People Search in this tutorial.

How To Use The People Search

Objective:

This is a step-by-step guide for using the Lead Generation Tool to perform a People Search, filter results, and save leads into a list.

Step 1: Access the Lead Generation Tool

  • Navigate to Lead Search:

    • From the main dashboard, click on Lead Search in the menu.

  • Select "New Search":

    • Click on New Search to begin a new lead search.

Step 2: Select a Search Type

  • Choose a Search Option:

    • On the New Search screen, you'll see multiple search options:

      • People Search

      • Local Search

      • Domain Search

    • For this guide, select People Search

Step 3: Define Your Search Criteria Type

  • Enter Search Description:

    • In the description box, type the role and location you are targeting.

    • Example: Sales Directors in Houston, Texas.

  • Apply Advanced Filters (Optional):

    • You can use Advanced Filters to refine your search by:

      • Job Titles: Select from various job titles, such as Founder, Director, or Intern.

      • Departments: Specify the department, such as Sales, Marketing, etc.

      • Management Levels: Choose levels like entry-level, mid-management, or executive.

      • Job Change History: Filter by job changes in the last 3, 6, or 12 months.

      • Skills: Filter based on specific skills.

      • Years of Experience: Narrow down by experience range.

      • Company Details: Filter by company name, domain, employee count, or revenue.

      • Education: Filter by degree or school attended.

  • Click "Continue":

    • Once you’ve entered your search criteria, click Continue to run the search.

Step 4: Review the Search Results

  • View the Generated Leads

    • The system will return a list of leads based on your search criteria.

    • You can scroll through the list to view detailed information on each lead.

Step 5: Save the Leads to a List

  • Add Leads to a List

    • Select the leads you want to save.

    • Click Add to List

  • Create a New List

    • You can either add leads to an existing list or create a new list.

    • For new lists:

      • Enter a List Name (e.g., Video Test).

      • Select the List Type.

      • Click Save and Continue.

    • Return to Saved Lists:

      • After saving, the tool will return you to the main page with a summary of saved lists.

Step 6: Review and Manage the Saved List

  • Access the Saved List:

    • Click on Saved Lists in the main menu to view all your saved searches.

    • Open the newly created list (e.g., Video Test).

Step 7: View Lead Details

  • Inspect Lead Information:

    • Review details like:

      • Emails

      • Current Positions

      • Social Media Links (business and personal)

      • Access to AI Tools for further enhancements on the lead search.