Search & Prospecting
How-to's and tips for searching and prospecting
How to use Filters
- How to use the show 1 person per company filter
- Understanding filters
- How to use the HQ by State filter
- How to bulk import values into Firmable filters
- How to use company and people filters
- How to filter by people location
- How to use the DNC (Do not call) Register
- Email data verification process and how to use the email deliverability filter
How to create Searches and Lists
Managing Data
- Data fields available when exporting company and people records from Firmable as an XLSX file
- How to customise fields when downloading records
- How to download data in Firmable
- How to request missing contact details
- Why am I seeing email bounces and tips for improving email deliverability
- What is Account intelligence and how to set it up