After you've clicked the "Start Search" button, a number should be shown of how many companies are available according to your search criteria.
You'll be able to check ➡️ All the available data ("All Results"), only the locked company profiles ("Locked Results") or only the unlocked company profiles ("Unlocked Results" - if you've done searches previously and unlocked some of this data in your lists/campaigns).
This way, you will never have to worry about overlapping data.
Example ➡️ We've done this same filter-search previously and unlocked 4 out of 5k+ companies, so those are now in the "Unlocked Results (4)" field and we don't want to save/unlock them again in a new list, so we'll just go directly to the "Locked Results" field.
After filtering the data, select the (number of) companies you would need for whatever action you choose later.
When you scroll below the filters, next to the "Company Info" column, click on the blue arrow for "Selection Criteria" ⬇️
Choose whether you'd like to:
Select only the companies from the search page you're currently on
Select all companies within the field you're in (in this case, we're in the "Locked Results" field, so it means it will select all 5374 companies)
Select a number of companies of your preference, within the field you're in (as an example, we chose to select 105 companies within the "Locked Results" field)
After selecting, click on "Apply Selection".
Next, select what you'd like to do with this data. Click on "Actions" and select from:
Add the found companies to a List (a new or already existing one)
Unlock the selected companies directly. If you do so, these companies won't be saved to a list, but they will always be available in the "Unlocked Results" list (within the "Find Companies" field), regardless of your search criteria.
Note ➡️ To unlock/download a company profile, you will spend your Company Search credits. 1 Credit per Company Profile.If you've already unlocked a company profile, another credit won't be deducted if you download the same profile to an excel file (and the other way around).
Export the selected companies directly to an Excel file. If you do so, you can find the file ready for download in the "My Exports" field, within the "Company Search" drop down menu, where you can also edit the name of your file:
Add the selected companies directly to a campaign (!Remember! this can be done only to a new campaign, that hasn't been started yet).
Get Contacts from this Company and add them to a new or existing Contact Search List
Export the companies directly to Zoho CRM
If you've added them to a list, navigate to "My Lists" field within the "Company Search" drop-down Menu and click on the name of the list:
Once the list is open, you can see all the company profiles that were saved (Locked and Unlocked fields), and you can search within the list by also using filters or keyword search:
Example ➡️ We saved companies within the I - Accommodation and Food Service Activities industry. Now that we're on the list, we'd like to check the Accommodation profiles first and exclude Food Service profiles, so we filter out only those by using the Industry filter and including only 55 - Accommodation subcategory.
After choosing your "Selection Criteria" (as mentioned previously), the "Actions" you can do with the data within your list are:
Unlock company profiles
Move selected company profiles to another list
Delete selected company profiles
Add to a campaign the selected company profiles
Export to Excel selected company profiles
Related:
👉 Company Search: Data points within a Company Profile
👉 Company Search: Download company data & Bulk unlock