Find Account

1. Lead Acquisition Scenarios

1. Search and View Company Information

Enter the CRM and use “Find Customers” to open the feature homepage.

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Use the search box and filter options to locate company records.

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Each user has a default daily limit for converting companies into Leads; administrators can configure this limit in the backend.

You can sort search results by “Establishment Date” and “Registered Capital”.

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Click the “More” link after a company’s phone number, email, or registration address in the list to view contact details from annual reports and public business information.

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Open a company record to view the company’s basic business registration details, operational risk indicators, annual report data, and other details.

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2. Deduplication and Converting to Leads

2.1 Deduplication:

Click the “Deduplicate” button in the list. The system compares the company’s contact information against existing Leads to detect duplicates. Deduplication follows the duplicate rules configured on the Lead object.

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2.2 Convert to Leads:

Click the “Convert to Lead” button in the list or on the company detail page to open the contact-selection dialog. Choose one or more contact methods to create a new Lead.

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2. Lead Conversion Limits

In the backend menu, go to “Find Customers Rule Settings” to create multiple rules that limit how many companies a user can convert to Leads.

Members not assigned to any rule default to a limit of 10 conversions per day. If a member matches multiple rules, the system enforces the lowest applicable limit.

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Note: This feature requires a separate purchase. Contact your account manager for details.