Describe the target business
Record industry, city, business model and relevant applications. A keyword match alone does not establish a customer need.
Define ideal customers by industry, region and business need. Reduce repeated research, assign useful leads to an owner and keep the next conversation visible.

For SaaS, business services and channel development teams working in China. For example, qualify manufacturers in eastern China against a specific collaboration-software use case.
Record industry, city, business model and relevant applications. A keyword match alone does not establish a customer need.
Use authorized regional search, maps or company-data connectors. Review sources and fields, normalize domains and identify incomplete records.
Read the scoring evidence and add your sales judgment. A high score indicates closer profile fit, not a declared intention to purchase.
Assign an owner and record activities, follow-up dates and opportunity stages. Enrich records with missing contact details or stale data before outreach.
The relevant interfaces, credentials and permissions must be configured. An unconfigured connector may return clearly marked mock results, which are not a real customer list.
Combine deduplication, company-contact relationships, ownership and activity history. After importing, review duplicate matches and assignment rules before contacting prospects.
Start with a clear market. Connect your research, outreach and team follow-up.
Existing users can sign in. New team access is provisioned by the deployment administrator.