Requirements
- Each contact needs a LinkedIn profile URL. It is the key Salesfinity uses to identify the person. Contacts without one are skipped, and a run with no eligible contacts is refused with a message saying so.
- The team needs enough credits to cover one per selected contact.
- Only one enrichment run per user at a time. Start the next one when the current one finishes or after cancelling it.
Running it from the dialer
1
Select contacts
In a contact list, select the contacts you want to enrich. With Boss Mode
on, the count reflects contacts that still lack a strong number.
2
Open SmartEnrich Contacts
The dialog shows your available credits and the cost, one credit per contact. If your team
has connected its own data provider, choose it here; otherwise the run uses Salesfinity’s data
network.
3
Start the run
The run is queued and you can keep working. A banner on the list tracks progress, and you
are notified when it completes. You can cancel a run in progress; contacts already processed
keep their results.
What happens during a run
1
Known profiles are filled instantly
Salesfinity keeps the results of past lookups. If a selected profile was enriched before, its
number is applied immediately without a new lookup.
2
Unknown profiles are looked up
Each remaining contact is sent for a lookup, one contact per job so a slow lookup never holds
up the rest of the list. The lookup runs asynchronously and reports back when it has a result.
3
Weak numbers are discarded
Returned numbers are screened before they reach the contact. Landlines are dropped, and any
number graded lowest likely-to-answer is dropped, using the same grading as Boss Mode. If
nothing survives, the contact is marked as not found and is not charged.
4
The number is added to the contact
The surviving mobile number is added to the contact as a new phone number flagged as enriched.
Numbers the contact already had are never duplicated or replaced, so nothing you imported is
lost.
5
The run completes
When every contact has reported back, the run is marked complete, credits are charged for the
contacts where a number was found, and you are notified. The enrichment banner on the list
shows when it last ran and offers Enrich again.
After enrichment
- Dial it. The new number is part of the contact’s dialing set immediately.
- Push it to your CRM. For contacts imported from a CRM, the enriched number can be written back to the record so the next import already has it. See how data moves.
- Validate it. Enriched numbers are screened at lookup time, but running a Boss Mode cleanup after a large enrichment grades them alongside the rest of the list.