Skip to main content
All CollectionsGetting StartedFAQs
Frequently Asked Questions
Frequently Asked Questions
Updated over a week ago

Do you need HighLevel [GHL] to use White Label Suite

  • No, you do not need any CRM to use the software.

  • White Label Suite is an independent app that does not rely on any other system to function properly.

πŸš€ White Label Suite Feature

You can connect your HighLevel account with our one-click integration.

When are the credits used?

  • The credits have different consumption rules according to the type of search you are running.

      • Credits are only used when company results are found that have email addresses attached. For example, if you search for Realtors in a location and pull in 100 results, but only 80 of those companies have listed their email, then you will only use 80 credits. As a bonus, some of those companies may have many more than a single email result, yet you will still only be charged a single credit for each company, regardless of how many individual results are found.

      • The People Search has three tiers for credit usage as this search type provides the most data.

        • Tier 1 - No Credit Used: After entering your search criteria, adding Advanced filters (optional), and clicking "Continue," the initial search results are produced and provide a pool of prospects to choose from.

        • Tier 2 - One Credit Used: Once you've decided which prospects you'd like to add to your List, you must check each and click "Add to list." If we can verify the data, it will return basic data like email, socials, and phone numbers.

        • Tier 3 - Two Credits Used: This last tier further "enriches" the prospect and requires a selection of one or more to start the process and produce additional data like their education, job history, skills, and more.

      • Uses credits the fastest of the three. As you search a single website or company name at a time, your credits will reduce with every email that is retrieved connected to that company's URL.

Why are the People Search credits different?

  • As mentioned, the People Search has three tiers for credit usage, as this search type provides different levels of data.

    • Tier 1 - No Credit Used: After entering your search criteria, adding Advanced filters (optional), and clicking "Continue," the initial search results are produced and provide a pool of prospects to choose from.

    • Tier 2 - One Credit Used: Once you've decided which prospects you'd like to add to your List, you must check each and click "Add to list." If we can verify the data, it will return basic data like email, socials, and phone numbers.

    • Tier 3 - Two Credits Used: This last tier further "enriches" the prospect and requires a selection of one or more to start the process and produce additional data like their education, job history, skills, and more.

Can you send search results to multiple accounts?

  • Yes, you can connect multiple accounts to White Label Suite. Each List can be connected to multiple CRM accounts as well.

Can you resend search results to a CRM?

  • Yes, after you send the results to the CRM, if you wish to add more emails from your searches to the CRM, you can go into the 'Sent Results' option, choose the additional emails, and resend.

Will the records be duplicated if we send them again?

  • Depending on the settings of your CRM, most will not allow duplicate results to be created. Please confirm with your CRM provider.

Where do the results go after we send them to CRM?

  • Clicking on a List will show you an 'Unsent Results' list by default. As you select your contacts and send them to your CRM, those results will move to the list of 'Sent Results.' Changing the drop-down from Unsent to Sent will show you the results already sent to your CRM.

How long will the system keep looking for results?

  • We check a set range of sources on each search, so while it may appear that the searches will keep going, the system will show emails found or not found after checking all of our available sources. Depending on the current usage of the search, it may be instant or take up to 60 seconds to complete.

How long does it take for results to show in the CRM?

  • Depending on your CRM, it should have a built-in limiter on the number of results it can handle per minute for contact creation. So, depending on the number of results you send at any one time, this can be anything from a minimum of 30 seconds to several minutes.

Will I get charged for duplicate results?

  • No. The search will not add duplicate results to a single List; you only get charged for the results in the List. So no duplicates will cost you credits.

  • Exception: The 'no duplicates' ruling is on a List-by-List basis. You will be charged credits for that example if you create an additional List and add the same search results. The 'no duplicates' rule applies to the List.

Will the credits roll over if I don't use them?

  • Yes. Credits are rolled over each month on the anniversary of your billing date. If you want to ensure you use the credits before the anniversary day of payment, you can run searches and add those results to a List. Once the results are added to a List, they aren't removed.

Troubleshooting

My OpenAI API Key won't connect

  • Sometimes, if it's the first time the API key has been connected to anything, it may need to reset before it can be used.

  • Steps to resolve:

    • Open your settings, and go to the business info tab.

    • Click on the reset button next to the API key.

    • Follow the prompts to confirm.

    • Once the key has been reset, copy the new key to the clipboard and paste it into the Integration tab within the White Label Suite app.


πŸ’‘ Tip

Need more help? Get more support from our Community.

Find answers and get help from our team and the White Label Suite Community.


Did this answer your question?