Find customers

Overview

Before you begin

[!IMPORTANT] - Version requirement: Find Customers requires a separate purchase. - Permission requirement: You need access to Find Customers and permission to create Sales Leads. - Quota limit: The Lead Quantity that each user can convert per day may be limited by backend rules.

Search for companies

1. In the CRM front office, search for Find Customers.
2. Open the Find Customers home page.

1. Enter an Enterprise Name or keyword in the search box.
2. Use filters to narrow the company range.

1. Sort results by establishment date or registered capital.

View company information

1. In the search results, view the company list.
2. After phone number, email, or registered address, click More to view Contact Information.

1. View Contact Information from annual reports and public Business Information.
2. Click the company name.
3. View Basic Info, operating risks, and annual report information.

Check duplicates and convert to Sales Leads

1. In the company list, click Duplicate check.

1. View the duplicate results returned by the system.

1. Confirm that the target company is suitable for Sales Lead conversion.
2. In the list or on the details page, click Convert to Lead.
3. In the pop-up window, select contact details.

1. Click Create.

[!NOTE] Find Customers duplicate checks follow the Duplicate Rules configured on the Sales Lead object.

[!NOTE] For members that match no rule, the default conversion limit is 10 Sales Leads per day. If a member matches multiple rules, the smaller quota applies.

Expected result and verification

1. Open the Sales Lead list.
2. Search for the company name that you converted.
3. Open the Sales Lead details page.
4. Confirm that the company name and contact details are populated.
5. Confirm that the Sales Lead can continue to be assigned and followed up.

FAQ and troubleshooting

Related topics

• Create Sales Lead
• Lead deduplication