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.

​
Finding Contacts

  1. Navigate to the Contacts tab within a company
  2. Click Add Contacts (purple button if no contacts exist, or from the three-dot menu)
  3. Click Find Contacts in the modal

​
Contact Search Configuration

  • 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.