Overview
This article will cover the step-by-step process of manually enriching data or creating a workflow using an external source to send data to White Label Suite automatically. Following these steps, you can import, enrich, and manage lead data, enhancing their CRM capabilities.
How To Enrich Data By Importing Manually
Step 1: Start with a List
Begin with an existing List or create a new one.
💡 Please note
When creating a new List, the List Type must be for the Company, as the Data Enrichment feature is only available for enriching company data.
Step 2: Upload your data for enrichment
Click 'Data Enrichment.'
Next, click 'Bulk.'
Finally, click 'Choose file' and select the CSV file you want to upload.
💡 Please note
Only CSV files can be uploaded. The data sheet column titles must match the layout of the provided example. Also, each enriched company is one credit.
Step 3: Review the enriched data
After you have successfully imported a CSV file with company data, it's time to review it.
What does the enriched data provide?
Like running a new Company Search, the enriched data will return anything found on contact information such as email addresses, phone numbers, employee count, and review ratings. If the company has Google Tag Manager, Google Analytics, or Facebook Pixel installed on its website, it will also look for which platform it is built on.
Step 4: Export the enriched data
After enrichment, you can export the data to your CRM by selecting each company and associated contact you want to export. Then, click 'Send to CRM.'
💡 Tip
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