In this article, you’ll find:
Performing My First Contact Search
To perform a contact search on UpLead, follow these steps:
1. Access the Contact Search Interface:
Log in to your UpLead account.
Navigate to the Contact Search section from the dashboard.
2. Apply Search Criteria:
Use the search bar or select from the available filters to define your search parameters.
Click on "Name or Title" for a specific contact name search.
Select "Search By Contact Name."
Choose between "Includes" or "Exact match."
Click "Search" to generate the results.
3. Review and Select Contacts:
Browse through the generated list of contacts that match your criteria.
Click on a contact's name to view detailed information, including direct contact details.
4. Export or Save Contacts:
Select the contacts you wish to save or export.
Use the Export function to download the contact information or add them to a list within UpLead for future reference.
Utilising Filters and Facet Filters
Filters are essential tools in UpLead that help refine your search results to meet specific criteria. Facet filters, in particular, allow for dynamic adjustments based on your selections, ensuring you receive the most relevant results without encountering empty result sets.
Available Filters in UpLead
Name or Title:
Job Title (e.g., CEO, Marketing Director, Sales Manager)
Contact Name (Specific names using "includes" or "exact match")
Job Function (e.g., Marketing, Sales, Engineering)
Management Level (e.g., C-Level, VP, Director, Manager)
Contact Skills (Specific skills relevant to your needs)
Location:
Country, Region, State, County, Metro Area, City, Zip Code
Multiple locations can be selected to expand the search area
By Company:
Company Name (Search for contacts within specific companies)
Company URL (Target contacts by the company’s website URL)
Upload a URL list or select from "My Lists" for targeted company searches
Industry:
Industry Category (e.g., Technology, Healthcare, Finance)
Industry Name (Specific industry names)
Industry Tags (For granular categorisation)
SIC Code and NAICS Code (Standardised industry classification codes)
Type:
By Type (Public, Private, Government, Nonprofit)
By Fortune Ranking (Fortune 100, Fortune 500, or Fortune 1000 companies)
Employees:
Filter by the number of employees in a company
Set a range (e.g., 1 to over 10,000) for specific company sizes
Revenue:
Filter by annual sales revenue
Set a range (e.g., Under $1 Million to Over $1 Billion) for targeted revenue sizes
Technologies:
Currently Using (Filter by technologies a company is using)
Search Technologies (Enter specific technologies)
Add Technology (Add multiple technologies to refine the search)
Funding:
Filter companies by the total amount of funding raised
Set a range (e.g., $0.5M to over $1B) to target startups or established companies
Other:
Presence of Social Links (Filter by availability of social media links)
Year Founded (Narrow down companies by founding year)
Using Facet Filters for Advanced Searches
Facet filters in UpLead allow for enhanced, dynamic search experiences by updating available filter options based on your current selections, preventing zero-result queries. This ensures that each applied filter reflects only the relevant remaining options.
How to Use Facet Filters:
Click the Window Button to select which columns you want to display (e.g., Contact, Company, Title, Location, Zip Code, Company Location, Company Zip Code, Level, Job Function, City, State).
Press the Display Button to choose the number of contacts per company (1 to 5 or all available).
Randomize records or select records with phone/mobile numbers present.
Sort records by name or title alphabetically.
Clear, Save, and Download:
Clear Search (Reset your current search criteria)
Save Search (Save your search parameters for future use)
Download Contacts (Choose to download a specific number of leads, selected leads, or all leads)
Exclusions:
Exclude specific keywords from search results (e.g., Contact Name, Company Name, Title, Industry, Company City, Company State, Contact City, Contact and Company Zip Code, Contact State).
Upload a List (Exclude contacts from a saved list)
Select from "My Lists" (Choose from existing lists for exclusions)
Key Considerations
Real-Time Verification:
UpLead verifies emails in real-time, ensuring that the contact information you access is accurate and up-to-date.
Data Coverage:
With access to over 160 million contacts in more than 200 countries, UpLead provides extensive data coverage to meet diverse prospecting needs.
Ease of Use:
The platform is designed for user-friendly navigation, allowing both novice and experienced users to perform detailed contact searches efficiently.
FAQs
Q: Can I search for contacts based on specific technologies they use?
A: Yes, UpLead offers Technographics as a filter option, enabling you to find leads based on the technologies they utilise.
Q: How often is the contact data updated?
A: UpLead prioritises data accuracy and regularly updates its database to ensure users have access to the most current information.
Q: Is there a limit to the number of filters I can apply in a single search?
A: While UpLead allows the application of multiple filters to refine your search, it's advisable to balance the number of filters to maintain a broad enough pool of results.
Next Steps
Still need help? Contact UpLead Support for assistance.