Find new leads with Lead Finder and sourcing plans
Search verified business contacts, save them to your CRM, or let a sourcing plan find and enroll leads on a schedule.
Search by hand
Open CRM > Lead Finder. Search by Keywords, Job Titles, Locations, Company Domains, Company Size and Seniorities, then click Search. Results are previews. Click Reveal to get a lead's contact details, then Save to CRM.
Revealing a lead uses Lead Finder credits, shown at the top of the page, and you're only charged when the reveal succeeds. Use Buy credits to top up.
Let a sourcing plan do it
A sourcing plan re-runs a search on a schedule and enrolls what it finds into an agent. Open Outreach > Sourcing Plans and fill in New Sourcing Plan:
- Plan name and the agent to Enroll into (or none, to only add leads to your CRM).
- Under Who to look for, pick an Ideal Customer Profile.
- Under Schedule & limits, set how often it runs, the most leads per run and the most reveal credits per day.
- Leave Never enroll more than the mailbox can still send today on so you don't queue more than you can send.
Click Create plan (paused). Plans start paused and spend nothing until you click Enable. Use Run now to try it once.