Ongoing research is being conducted to enable the user to receive a specific number of contacts on a daily, weekly, or monthly basis.
Once the user is integrated with CRM and/Or SEP you will see the relevant accounts in your account list.
The accounts you will see in the account list are from different sources: your SEP last activity accounts, CRM accounts -based on Dynamic rules defined by the admin, and Uploaded account Lists.
Next to each one of the accounts, you will see the number of potential contacts Lifter can find.
On the left-hand side, the accounts are divided into three categories:
1. Potential accounts - accounts with contacts that haven't been sourced yet
2. Selected accounts - the actual accounts you want to source
3. Previous accounts - accounts that you already sourced and no new prospects were found.
To select new accounts to source- Click on the potential accounts and mark the new accounts you
want to source and then on the upper right side click on
The system will look for new contacts based on the defined persona
and will push new contacts based on your research settings