Finding people
Find leads is one search box with a choice of where to look. Save a search to run it again with one click. Nothing is added to your workspace until you tick people and confirm.
Search
- Open Prospects and press Find leads beside People at the top. You can also press + New, then Find leads.
- Type who you are looking for in the box: a company, a role, a place or a website.
- Under the box, Search in picks where Terry looks. The line beside it gives an example of what that source takes.
- Press Filters to narrow by title, location, industry, company size or website. Each source shows only the filters it can use.
- Press Search, or Enter. While Terry looks, a line says where it is searching and for what. If something is missing, the line under the box says what.
Where the results come from
| Search in | Where Terry looks |
|---|---|
| Companies (web) | Each company's own website, for the addresses it published. Describing the companies you want uses one AI call from your credits; naming their websites costs nothing. |
| People at a company | The company's own site, for the people it names. |
| LinkedIn people | LinkedIn, through your own account, capped per day. |
| Engaged with my posts | People who liked or commented on your recent posts. Nothing to type. |
| My LinkedIn invitations | People who asked to connect with you. Nothing to type. |
On LinkedIn, start with the warm sources: Engaged with my posts and My LinkedIn invitations are people who already showed interest. Then search LinkedIn people, narrowed to a company.
The first two are always there. The three LinkedIn sources appear only if your workspace has them switched on. The results line says how many Terry found and where. When nothing is found, it says where Terry looked and what to try next.
People at a company on LinkedIn
Typing a company name with a role into the box matches first names too: "Miles IT sales" finds people called Miles. To find the people who work somewhere:
- Choose LinkedIn people, press Filters, then Company or website, and pick the company from LinkedIn's list (in Classic). In the new dashboard, type the company's name under Filters.
- Leave Only people at this company on. Terry checks each person's company and headline against the company and leaves out anyone who does not work there. Each person shows At this company or Not at this company.
- LinkedIn often leaves the title and company empty. Terry reads them from the headline when it says, for example, "Sales Manager at Miles IT". Point at the line to see when it was read from the headline.
LinkedIn never gives an email address. People found there arrive with their LinkedIn profile only.
Add people
- Tick the people you want. Someone already in your workspace shows Already a prospect and cannot be ticked.
- Press Add to Prospects (it shows the count, such as Add 5 to Prospects).
- A short guide opens on the right in four steps: Check them, Where from, Which list and Confirm. Untick anyone who should not be added, say where they came from, name the list, and press Next each time.
- On the last step press Add, followed by the number of people.
Where they came from is kept with each person as the reason you may write to them. When an address came from a company's own page, Terry also asks for a sentence in your words and re-reads the page before adding them. Some people wait in the To review tab first, each with the reason, before they can be added.
Saved searches
- Press Save this search under the box. Give it a name, pick its sources, and press Save search. You can also set a list name, so people you add from it go to that list.
- Your saved searches are listed on the left. Click one to run it again. Delete removes it, and New search starts a blank one.
- More tools at the top right holds extras your workspace has, such as Check who is already connected on LinkedIn and Companies Terry knows.
On Social, LinkedIn, Find people opens the same LinkedIn searches.
Replies on LinkedIn
LinkedIn replies land in the Inbox. To see only those, press Filter and choose LinkedIn under Channel. A reply stops automatic LinkedIn outreach to that person, so you can take over. Your answers to them are responses, so they do not use up your daily outreach allowance. More
In Classic
- Open Find leads. Where your workspace shows it, it is a link on the Prospects page.
- Type in the box, choose a source under Narrow to, and add Filters if you like.
- Press Search, tick the people you want and press Add to Prospects.
- Classic has no saved searches. LinkedIn replies are in the Inbox, in the LinkedIn lane. See The new dashboard to switch.