How to 'Search' and 'Save' a contact using the LookUp 'Email Finder'?

Steps to 'Search' and 'Save' a contact using the 'Email Finder'

  1. When you are on the 'LookUp' tab - Email Finder section, type the contact 'Full Name' and 'Company Name, Company Description or Domain' (example: Uptics, Uptics Sales Automation, or uptics.io) in the text box under the Email Finder section highlighted below and click the 'Search' blue button.

  2. You will see the result of the entered contact details appear on the right side below 'Current Search' as highlighted below.

  3. From the above page, you can proceed to save your search result as a 'Contact' within the system. You can do so by clicking the option 'Save as Contact' highlighted below.

  4. In doing so, the contact will be saved within the system and you will be notified about the same via a screen prompt in the top right corner of the screen as shown in the below screenshot. The saved contact will show under the 'Search History'. You also have the ability to search for the saved contact by using the filter options under the 'Search History' section.

  5. You can also open and access your saved contact within the 'Email Finder' LookUp section by just clicking on the contact under the 'Search History' and it will open as shown below.

    Search Again Feature:

    The 'Search 'Again option when clicked on, will re-validate the result for the saved contact and will show under the 'Current Search' section as shown in the screenshot below. (i.e. If the search is performed in that same timeframe, the results will be from our database)

    For example: if a contact's email address has been completely removed or does not exist anymore, and you search for the same contact email after 30+ days, the system will validate the address once again but the data will not be pulled from our internal database as it always does.

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