Finding customers with Snappy Front Desk · Lesson 2 of 5

Real firms, best fit first

1:09 · Captions: English, Arabic, French and Chinese.

A bought list gives you names, not reasons. In this lesson, Yusuf sees real firms that match his description — and why each one fits.

What you'll learn

  • See the firms that match
  • Read why each one fits
  • Open a firm's record

A bought list gives you names, not reasons. In this lesson, Yusuf sees real firms that match his description — and why each one fits. Yusuf creates the campaign, and the matches open straight away.

Step by step

  1. The numbers — At the top, the numbers: how many firms match, how many have a published e-mail, and how many are new to Harbour Gate.
  2. Why each fits — Each firm comes with what it does, in its own words, how to reach it, and a fit — excellent, good or fair — with one line on why.
  3. One area, or all — He can narrow the list to one area, and see them all again.
  4. A firm's record — Opening a firm shows its record: what it does, where that came from and when it was read, the people Snappy knows there, and how to reach them. In this video, people's names and contact details are blurred.
  5. No name known — When no person is known, the e-mail goes to the firm's general address — and Snappy says so.

Real firms, why each one fits, and where every detail came from. Next: picking them.