Tag: Contacts

The Contacts tab serves for managing all your outreach and networking data. Here, you can view, edit, enrich, and organize your contact database, streamlining the job search and outreach process.

Features and Functions

1. Comprehensive Contact Management

Each contact includes the following fields:

• Profile details:
  • Company, Name, Title, Headline, LinkedIn URL, Work Email, Other Email, Work Phone, Location, Bio.
• Activity Tracking:
  • LinkedIn Connection Date, First Email Sent Date, First LinkedIn InMail Sent Date, Accepted LinkedIn Connection
  • Dates for Follow-Ups 1, 2, and 3 (or more, if configured)
  • Comments field.

2. Powerful Search and Filtering

Easily locate specific contacts using:

• Search fields: Name, Title, Company, or Email
• In Use checkbox to filter active contacts.

3. Context Menu Actions and Shortcuts

Select one or multiple contacts and right-click to access the following actions:

1. Data Refresh and Organization:
   • Refresh (F5): Update contact data to reflect the latest changes.
   • Clear Search Fields (Ctrl+Shift+C): Reset all search filters.
   • Delete All Selected Rows (Ctrl+Shift+D): Remove selected contacts.
   • Delete All Unselected Rows (Ctrl+Shift+N): Remove all unselected contacts.
2. Data Enrichment:
   • Enrich Data for All Selected Rows (Ctrl+Shift+R): Populate fields like emails, phone numbers, and more.
   • Enrich Data for All Empty Work Email Rows (Ctrl+Shift+M): Only enrich contacts missing work emails to optimize API usage.
     
     Note: Data enrichment features require use of the SalesQL or TheOrg API’s.
3. Search Functions:
   • Search Contact in LinkedIn (Ctrl+Shift+L): Quickly locate the contact’s profile on LinkedIn.
   • Search Company in LinkedIn (Alt+L): View the hiring company’s LinkedIn profile.
   • Search Contact in TheOrg (Ctrl+Shift+O): Explore contact details in TheOrg.
   • Search Company in TheOrg (Alt+O): Look up the organization’s structure on TheOrg.
4. Data Modification:
   • Clear Cell Values (Ctrl+Shift+9): Remove specific field values from selected rows.
   • Add Comment (Ctrl+Shift+5): Attach notes or observations to a contact.
   • View/Edit Cell Value (Ctrl+Shift+6): Make quick adjustments to any field.
5. Data Import and Export:
   • Export All Contacts / Export Contacts (Ctrl+Shift+X): Save your contact database to a file.
   • Import Contacts (Ctrl+Shift+I): Add new contacts from external files.
6. Create Outreach:
   • Create Outreach with Selected Contacts (Ctrl+Shift+H): Move selected contacts to the Outreach Tab for immediate engagement.

How It Helps You

• Centralized Database:
  • Manage all your lead contacts in one place, with enriched data fields for better insights.
• Streamlined Workflows:
  • Quickly search, filter, and act on contacts to maintain an efficient pipeline.
• Effortless Enrichment:
  • Automatically populate missing fields like emails and phone numbers using integrated APIs.
• Integrated Outreach:
  • Seamlessly transfer selected contacts to the Outreach Tab to create personalized communication.

Example Use Case: Enhancing and Utilizing Contacts

1. Organize Contacts:
   • Use the search fields to filter by Company or Title to locate decision-makers.
2. Enrich Data:
   • Select contacts and enrich their data using (Ctrl+Shift+R) to populate missing email addresses and phone numbers.
3. Take Action:
   • Export enriched contacts for backup or import new ones for outreach.
   • Create personalized outreach messages for selected contacts and transfer them to the Outreach Tab (Ctrl+Shift+H).

The Contacts Tab keeps your network databased organized, ensuring that you have all the necessary details at your fingertips to foster meaningful connections and secure opportunities.