Introduction

• Introduction to our Light CRM

  To get a quick overview of what our Light CRM can do for you, watch the video below:Few readers

Navigating ZeroIn User Portal

• Access/Edit my profile

  From the menu located on the left-hand side of the User Portal is your basic information (user name, credit available and plan). Hovering over the icon by your user name will display a drop-down list; click on to access your profile. There you can edit information such as name, password, address or if you wish to delete your account. Managing your profile (https://storage.crisp.chat/users/helpdesk/website/757394b4aafa3800/hd-accessediFew readers

• Logging out

  To log out of the User Portal, hover over the icon located by your Username on the left-hand side of the web page, select the option from the dropdown list, and you're done! Log outFew readers

• Where to find all my leads?

  To make it easier, we have created a separate view in the User Portal where you can access all your leads. By clicking on the link located on the left-hand side of the User Portal, you can access all the leads you have gathered unsegmented by any criteria. This section contains all leads from all your campaigns. You can manage some leads directly within this section such as search/verify, export, move, copy emails etc. All Leads section (https://storage.criFew readers

Functionalities

• Create a new campaign from the User Portal

  On the left-hand side of the User Portal, there is a section called (see illustration below). Click on it to access the page dedicated to managing campaigns. How to create a new campaign from the Portal - step 1 Once there, enter a campaign into the required field, followed by . Once creFew readers

• Using Quick Filters in Your Campaigns

  In each of your Campaigns, you will find a button. Quick filters allow you to filter based on the validity of the email addresses within the datasets as shown below. - used to see, edit, manipulate and export only leads with valid email addresses. - used to see, edit etc. only leads with invalid email addresses.Few readers

• Duplicates: ensuring there aren't any in your Campaigns

  Here goes a quick and easy way to make sure your data is rid of any duplicates. In any of your campaign pages, hover over the button and select the option in the drop-down list. Data deduplication in Tools Then choose from which of the following two options you wish the process to be done: Leads colorFew readers

• Move/Copy leads from one campaign to another

  To move a single lead from one campaign to another just "grab" and drag-and-drop it into your chosen campaign appearing on the right-hand side. How to move 1 lead To copy or move several leads those leads, go to , and pick either or You will thFew readers

• Edit fields on leads in the User Portal

  The information about your leads is displayed in separate fields, some of which is fully editable. Once edited (by adding, changing or removing certain data points), the changes will be saved automatically. Edit fields in User PortalFew readers

• (Un)display fields

  Do you feel like your leads table contains too many or too few fields? You can choose which fields to display or export by going on the icon and (un)ticking the fields of (dis)interest. (Un)display fieldsFew readers

Import/Export Leads

• Import leads lists from my CRM into ZeroIn and validate email addresses

  For now, ZeroIn has an option for a manual lead lists upload from any tool that you might be using - your CRM, your marketing or sales email tool. To find out more either watch our video below, or read on for written instructions and illustrations: Make sure your list is in .cvs or .xlsx format and that it contains the email addresses you want to check. Go into any Campaign or create a new one. In the campaign page, hover over tPopular

• Export leads

  You may wish to export your leads out of the User Portal, either in a specific campaign or the All leads page. To do this: Select the leads you wish to export (either click on or of interest - use filters to help you find specific leads), over the "Export" icon which will display a dropdown list, and select from the following : .xlsx, .cFew readers

Find/Check a single business email

• Find a single business email - manual typing

  Alongside using ZeroIn Extension to gather data and find business emails from Linkedin, you can also use a single email finder in the Light CRM in any of your Campaigns. Watch our video below to find out more, or read on for illustrations: Hover over the icon (this will display a dropdown list) and click on . Single email finder tool (https://storaSome readers

• Check if a single business email is still valid

  To check if the business email of a specific contact is still valid, go to ZeroIn's verify tool as explained in the video below (or read on for illustrations): In a Campaign page, hover over the button and a option appears in the dropdown list. Click on it. Finding the "single email verify" tool (https://storage.crisp.chat/users/helpdesk/websiteFew readers

Other

• Credits explained

  Here is all you need to know about your credits. Where can I see my credits? Once you are logged in your credits can be seen in the User Portal, on the left-hand side just below your Account name. Credits What does each credit bar mean? - these are credits that have been spent when using our ZeroIn Extension to gather and match data from LinkedIn.Some readers

• Upload name, last name and company URL to find email and enrich lists

  You can use ZeroIn's Light CRM and the Import function to import a list of First names Last names Website domains (www.example.com) To find business emails for the contacts imported. Alongside finding business emails, ZeroIn will automatically pull out all available data from our database on the Account level like: Company full name Company address Company Industry Year founded You can also watch the following tutorial: youtube Find business emails from first name, lFew readers

• Email Statuses explained

  Not verified - no action has been taken to search/verify the email address. Verified n% - usually we list business email addresses with 100% accuracy. In rare cases you might see 70% accuracy indicator, meaning that the email address has passed most of the verification steps but not all. Does not exist - invalid email address. Not found - this means that the email address verification hasn't resulted in a hard bounce (invalid email address) but rather that this specifiFew readers