Set up: find businesses and build a list
Run a first search in the UK book and save the businesses you want as a list.
Two cards cover this: Find your first businesses and Build a lead list.
Find your first businesses
- On the card, press Run a search. Find opens.
- Pick a sector and a place.
- Look at the results. Searching is free on every plan. Only an export uses your allowance.
The card turns Done once you have run a search or added a company to your records. After that its button says Search again.
Build a lead list
- On the card, press Make a list. If the Lists area is open it opens Lists, otherwise it opens Find.
- Select businesses and add them to a new list.
The card turns Done when you have at least one list. Its button then says Open your lists.
Why a list
A list groups the businesses you want to work so you can send them to outreach in one go.
What does not happen
Nothing is exported or sent. Making a list does not use your export allowance.