> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Find Contacts at Target Accounts

> Turn a company table into a people table with three to five threads per account, pick the buying committee, enrich phone numbers with approval, and export a dialable list.

**You will end up with:** a people table linked to your accounts, ranked, trimmed to a buying
committee if you want, with phone numbers where found, exported as a contact list in the dialer.

**Before you start:** a company table on the canvas. Finding people costs credits per row found.
Phone and email enrichment cost one credit per row where a number or address is found, and
always wait for your approval.

## Steps

<Steps>
  <Step title="Name titles across levels">
    Give three to five titles spanning manager, director, and VP so each account is
    multi-threaded, not a single name.

    ```text theme={null}
    Find the SDR Manager, Director of Sales Development, VP of Sales, and CRO at each of
    these accounts.
    ```

    The companion runs the most precise source over every account first, then cheaper sources
    only on the accounts still short, so credits are not spent twice on the same company. The
    people table lands on the canvas linked to the company table.
  </Step>

  <Step title="Let it rank, then pick the committee">
    People scores appear moments after the list lands. To keep the strongest few per account:

    ```text theme={null}
    Keep the top 3 per account as the buying committee.
    ```

    Everyone stays on the list with a Committee Rank column. Say "keep only the committee" to
    trim the rest, and confirm when asked.
  </Step>

  <Step title="Bring account context onto each person">
    ```text theme={null}
    Add the account's open deals and last activity beside each contact.
    ```

    Account columns copy down onto people as "Account: Open Deals" and so on, and re-run when
    you enrich the company table further.
  </Step>

  <Step title="Enrich phone numbers">
    ```text theme={null}
    Get mobile numbers for these contacts.
    ```

    The companion states the row count and shows an approval card. Only rows where a number is
    found are charged, and landlines and low-grade numbers are discarded before they reach the
    list. Email works the same way; ask for "work emails" or "personal emails".
  </Step>

  <Step title="Export to the dialer">
    ```text theme={null}
    Export this as a contact list called "Committee, Texas logistics".
    ```

    The list appears in the dialer immediately. Boss Mode can validate the numbers from there.
  </Step>
</Steps>

## Existing contacts vs new contacts

* "**Pull the contacts we've spoken with** at these accounts" reads your CRM's associated
  contacts, with CRM IDs kept. Add "only the ones with logged activity" to keep it to real
  relationships.
* "**Find** the VP of Sales at these accounts" discovers new people from the data network.

The companion routes each phrasing to the right place, so say which one you mean.

## What happens behind the scenes

Contacts found from a company table carry a link to their account row. That link powers the
committee selection per account, the account-column carry-down, and the account-strength part
of each person's score. Export creates a normal Salesfinity contact list, the same kind a CSV
upload creates, so everything in the dialer, from Boss Mode to CRM logging, works on it.

## Prompts to try

```text theme={null}
Find 2 people in RevOps and 2 in Sales leadership at each account, US only.
```

```text theme={null}
Who at these companies have we already called? Add the last disposition.
```

```text theme={null}
Why is Jane Doe ranked first at Acme?
```

```text theme={null}
Add work emails for the committee only.
```

## Next

<CardGroup cols={2}>
  <Card title="Boss Mode" icon="phone" href="/dialer/boss-mode">
    Validate the numbers before the first dial.
  </Card>

  <Card title="How contact enrichment works" icon="magnifying-glass" href="/enrichment/contacts">
    What is screened out and what is charged.
  </Card>
</CardGroup>