Lead Sourcing
Find, verify and import new leads at scale, with credit costs shown up front.
Lead Sourcing finds new prospects, verifies their contact details, and pushes them into your CRM. It is a workspace of its own — filters, results and selection all on screen at once — rather than a form in the middle of the portal.
Lead Sourcing is Growth and above, and it spends lead credits: 500/month on Growth, 2,000/month on Command.
In this guide
- Getting to the page
- The surfaces
- Searching for people
- Searching for companies
- What each action costs
- The credit meter and cost estimates
- Lists
- Enrichment
- Runs and continuous sourcing
- The do-not-contact panel
- Pushing to the CRM
- Exporting
- Troubleshooting
1. Getting to the page
Click Lead Sourcing in the Marketing section, at /client/lead-sourcing. It opens full-screen with its own rail.
It sits under Marketing rather than CRM because it is about acquiring attention rather than working records you already hold.
2. The surfaces
Each is a real route, so it can be linked to and the browser's back button steps through the module rather than out of it. A search you have spent a minute building survives moving between surfaces.
| Surface | What it is |
|---|---|
| Search — People | Find individuals matching your filters. |
| Search — Companies | The same result set read as companies. |
| Lists | Saved lists of sourced contacts. |
| Enrich | Fill in missing details on contacts you already have. |
| Runs | The history of sourcing jobs, including recurring ones. |
3. Searching for people
The filter panel is on the left, results fill everything else. Filter by job title, seniority, department, company size, industry, location, technologies and more.
Results are selectable. From a selection you can save to a list, push to the CRM, or export.
4. Searching for companies
Same filters, same selection, different table. People and companies are one surface with two readings, because the filters, the credit meter and the selection are identical — only the table differs.
5. What each action costs
Credits are spent per action, per contact:
| Action | Credits |
|---|---|
| Source a contact | 1 |
| Find a work email | 1 |
| Find a phone number | 2 |
| Find a direct mobile | 4 |
| Verify an email | 1 |
| Verify a phone number | 1 |
Requiring a direct mobile is four times the cost of requiring an email. That is not guessable from the form, which is why the cost is shown at the point of decision.
6. The credit meter and cost estimates
The credit meter shows your remaining balance at all times.
Before a job runs you get a cost estimate — a breakdown by action, and a total.
The estimate is a ceiling, not a forecast. Enrichment is billed per lookup attempted, not per lookup that succeeds — a provider holding nothing for a contact still charges. Showing an expected value would give you a smaller number that the invoice then exceeds, which is the worst possible way to learn how the pricing works.
An action with no price loaded is reported as unpriced rather than quietly treated as free.
Credits reset, they do not roll over. The monthly allowance is set at the start of each cycle rather than added to the balance, because it is a usage right rather than an accruing balance. Credits you purchase are separate and do not expire; they are spent only after the plan allowance is empty.
7. Lists
Save a selection to a named list. Lists have their own detail view where you can add, remove, star and push to the CRM. A list can be pointed at by an audience.
8. Enrichment
Enrich takes contacts you already have and fills in what is missing — a work email, a phone, a mobile — at the same per-action cost. Useful for a list imported from elsewhere, or contacts captured by a call where only a name came through.
9. Runs and continuous sourcing
Runs lists every sourcing job with its status, how many leads it found, and what it cost.
Continuous sourcing keeps running until you stop it, each round finding new leads. The page shows the round number and the running total, and stopping finishes the current round rather than aborting mid-flight.
Recurring jobs multiply the per-run cost by however long they run, which is exactly why the cost estimate exists.
10. The do-not-contact panel
Sourcing respects your do-not-contact list. Numbers and addresses on it are excluded from results, so you cannot source and then mail someone who has already asked you not to.
11. Pushing to the CRM
Push to CRM creates leads and contacts from the selection. Pushed records go through the same identity resolution as everything else, so sourcing someone you have already spoken to updates them rather than duplicating them.
12. Exporting
Export a selection or a list to CSV.
13. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| The page shows an upgrade screen | Sourcing needs Growth or above | See Plans & Subscriptions |
| Balance is zero at the start of the month | The allowance is set, not added — an unspent one does not carry over | Buy credits, or plan within the cycle |
| A job cost more than expected | Mobile lookups are 4 credits each | Check the estimate before running |
| An action shows as unpriced | No price row loaded for it | It is flagged rather than assumed free — contact support |
| Results are empty | Filters are too narrow, or contacts are on your do-not-contact list | Widen the filters |
| Pushed contacts duplicated existing ones | They matched on nothing — no shared phone or email | Merge in Contacts |