Search accounts

In order to get started using our sales intelligence platform, we'll start by using our search capabilities to filter potential accounts

Search

In order to search (opens in a new tab) for accounts, navigate to the sales search section on the left sidebar on the left sidebar (opens in a new tab).

We will narrow down our search to produce wholesalers in the san francisco area with under 50 employees as shown below:

For this example, we will look into a company called "pacific rim produce" (opens in a new tab) but you can choose any company from the search.

Save Account

As soon as you click on "View" you will get a short description of the business, their listed address, estimated annual revenue,number of employees,links to social and online presence and a list of contacts. This should give you a better idea of the company and whether or not they are a potential account. In order to save the company, click on the "save" button on the top right hand corner and you'll be redirected.