Contact discovery helps you identify key stakeholders within target accounts.
Prerequisites
Ensure Personas are configured in Settings. This is done automatically, but you can customize specific personas if needed.
- Navigate to the Contacts tab within a company
- Click Add Contacts (purple button if no contacts exist, or from the three-dot menu)
- Click Find Contacts in the modal
- Personas: Select which personas to search for
- Location Filter: Optional - leave blank to search globally
- Click Find Contacts to begin the search
The system searches online to find people within the account who match your specified personas. You’ll receive a notification when the contact discovery is complete. 
