Onboarding Completion

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Learn how to navigate the search results here, ...

Search Results

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

How To Use The Search Results

Objective

This outlines the steps to effectively interpret and utilize search results from people, company, and domain/single searches.

Step 1: Understanding People Search Results

Name of the Person

  • Identify the full name of the individual at the top of the search result.

Light Bulb Icon

  • Click the light bulb icon for a deeper dive into additional information about the person.

  • The information includes:

    • Detailed background or any additional available insights about the person.

Position/Job Title

  • Check the current position or job title the individual holds.

Email Address

  • View the email address stored in the system for the individual.

LinkedIn Profile

  • One-click access to their LinkedIn profile is available if listed.

Phone Number

  • Add a phone number if acquired after contacting the person.

Company Information

  • The search result will also show the company the individual is affiliated with.

Custom Labels

  • Custom labels (to be covered in further training) are included in the search grid.

Step 2: Understanding Company Search Results

Company Name

  • Identify the name of the company listed.

Company Address

  • The physical address of the company is provided in the search result.

Company Reputation

  • View reputation metrics or ratings associated with the company.

Website and Social Media

  • Links to the company’s website and social media platforms are listed.

Phone Numbers and Emails

  • Access multiple phone numbers and emails associated with the company.

Step 3: Understanding Domain/Single Search Results

Name

  • The name of the individual or entity associated with the domain is displayed.

Email Address

  • The email address connected to the domain is provided.

Position/Job Title

  • If available, the job title or position is included.

Phone Number

  • If available, the individual or entity’s phone number is shown.

System Entry Date

  • You can see how long the data has been in the system.

Step 4: Navigating Additional Tools

Filters and Advanced Tools

  • Filters and advanced tools can be used to refine the search results, which will be covered in more depth in later training sessions.