In this article, you’ll find:
What is Quick Search?
Quick Search on UpLead allows you to find a specific contact or company by entering their name directly into the search bar. It is fast and efficient when you already know the name of the person or company you are looking for. However, for more comprehensive prospecting, it is better to use the advanced filters available in the Contact Search or Company Search sections.
When to Use Quick Search
Use Quick Search if you are looking for one specific person or company.
If you need multiple results or a broader list of prospects, use Contact Search or Company Search with advanced filters from the Criteria pane.
Performing a Quick Search for Contacts and Companies
To find a specific contact or company using Quick Search:
Enter Name or Keyword:
Go to the Quick Search bar on the top-right corner.
Type the name of the contact or company.
Review Results:
UpLead will display a list of matching results for both contacts and companies.
Click on the relevant name to view detailed information, including contact details or company data.
Tips for Better Results:
Quick Search shows both contact and company results matching the keyword.
For more targeted searches, use the filters under Contact Search or Company Search as there are more detailed options that can be used to narrow down your search results
FAQs
Q: Is Quick Search useful for prospecting or lead generation?
A:Quick Search is best for finding a specific person or company. For prospecting or generating lists of leads, use Contact Search or Company Search with advanced filters.
Q: Why can't I find a specific contact or company?
A: Ensure that the name is spelled correctly. If you still can't find the contact or company, use advanced filters like "Name or Title" or "By Name or URL" under Contact Search or Company Search respectively.
Next Steps
Still need help? Contact UpLead Support for assistance.