Getting Started
The Grid is a tool that helps you discover and generate leads quickly. By leveraging the advanced filters provided, such as industry, headcount, and company age, you can easily refine your search and manage those leads easily. Before using The Grid, it is encouraged to have a clear idea of
View Credits View credits are deducted only when an email address or phone number is available and successfully retrieved during the following actions: * Clicking on View Email or View Phone individually * Viewing contact details in bulk from the results table * Exporting data to CSV or any integrated CRM * Data enrichment
1. Log in to your account and go over to Account Overview. 2. Within the Current plan table, click on Add Credits. 3. Next, a list of available credit top-up options will be displayed. Select the credits and quantity you wish to purchase. Select the preferred currency for payment
To ensure company records include a general email address or general phone number, the following two Exclude Result filters can be applied: * Without Company Email * Without Company Number Applying these filters will exclude records that do not have a company email or phone number, helping to focus on entries with
At the top of the table in both the Company and Personnel tabs, you will find a feature called Show Contacts. The Show Function offers three options: * View Email – shows email addresses * View Number – shows phone numbers * View Phone and Email – shows both phone numbers and email addresses This feature
To export a list of selected personnel in bulk, the easiest method is to add them to a Personnel Shortlist. There are a few flows you can follow. Flow 1 (Shortlisting from personnel tab) 1. In the Discovery tab, apply all the necessary filters, including the People filter, to ensure
There are several types of credits to be aware of while using The Grid.
Instead of downloadin leads into a CSV file, you can directly export the data over to selected CRM such as Hubspot or Salesforce. Read this article on how to connect The Grid with the selected CRM. Method 1: Bulk Selection and Export Step 1: After applying filters, click on the
To refine the people results to specific job roles of your choice, you will need to apply the People filter. There are several People filters that can be applied: * Personnel Name: Filter for people with a specific name. * Job Function: Filter people based on their function or department (e.g.
To exclude any leads that have been exported or shortlisted, click on the Exclude Results filter. You will see several exclude filter options: Exclude Previously Exported Turn on this filter to exclude any leads (both personnel and companies) that have been exported since the start of your subscription. In My
The Export CSV feature allows you to export a list of selected personnel from The Grid into a CSV file. However, keep in mind that there is an export limit depending on the plan you have subscribed to. With this feature, you can: * Download and share the file with your
Save filters is a feature that allows you to save your selected filters and re-apply the filters should you wish to use the same set of filters at any point in time. Using Save Filters would help you to save time as you do not spend additional time re-