How to View a Saved Contact on the Plugin

The quickest way to prospect is to work in stages. This entails saving contacts and then revisiting them in the future when you have time to evaluate them. Luckily, the Plugin makes it easy to access contacts once you've saved them. All you have to do is follow 7 simple steps. 

1. Open the Plugin by clicking on the icon.

2.  Click Expanded Search at the top.

3.  Click Saved Contacts.

4. If you know which contact you're looking for, you can search for them by name and hit enter.

5. If you don't know the contact by name, you can use the Advanced Search function.

6. To narrow your search results, make sure you apply filters. For example, let's imagine you're interested in engineers based in Texas. You can set these as parameters by checking the Job Function box and selecting Engineer from the menu. You can specify Texas by clicking on Location Criteria, checking the State box and selecting Texas from the menu. 

7. When you're done setting filters, hit Search. 

The search results should reflect your filters. This will make it easier for you to pinpoint the contacts that are actually viable leads. 

Curious about our Contact Plugin? Click here to read more about it.

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