Open a Saved Search & click on the Bulk Save button at the top right of the screen.
Choose “Save Contacts.”
Select the Buyer Persona(s) that you desire and enter the maximum number of contacts to save per account. The total number of contacts available to save (the total number of contacts that match your selected buyer personas within the account set) will be displayed in a new section below.
Then, select the total number of contacts that you would like to save.
Choose contact preference based on your preferences. Four options are available:
Any contact
Contacts with at least an email
Contacts with at least a phone number
Contacts with both email and phone number
Use the radio buttons to select your account preference.
Contacts can be saved from either existing saved accounts or new accounts.
When saving contacts from new accounts, the associated company records can also be saved along with their contacts. Saving new accounts will incur an account credit.
Once you’ve entered the total number of contacts that you wish to save, a new dataset will be created. A name for this dataset will auto-populate - edit the name as you see fit and click “Save.”.
A loading screen will then appear. Feel free to close the pop up, the enrichment will continue to load in the background. You will be notified once the contacts are saved.
