Open Leads, click Add, and choose Find People. Describe the person you want in plain words, or use the filters on the left, then add the people you want to your leads.
Search by describing the person
- Go to Leads, click Add, then choose Find People.
- Under Who do you want to find?, describe your ideal prospect. For example: "VP Sales at SaaS companies in Texas" or "Directors using Salesforce in healthcare".
- Click Search. FlowForce fills in the filters for you.
Search with filters
Use the filters on the left side when you know exactly what you want:
- Name or keywords
- Job title
- Seniority
- Person location
- Company HQ location
- Company, by name or domain
- Company size
- Industry
Click Advanced filters for more options, then click Search.
Add people to your leads
Pick a person from the results and add them. If someone is already in your pipeline, the button says Update and not Add, so you do not create a second copy.
Keyboard shortcuts
- Press
/to jump to the search box. - Press
jandkto move up and down the results. - Press
ato add the selected person. - Press
Escto clear your selection.
Save a search
Click Saved at the top right to reach your saved searches.
If it did not work
There are no results. Loosen your filters. A narrow job title and a small company size together can return nothing.
I do not see Find People. Check the Add menu on the Leads page. If it is missing, ask your admin about your role.