How to maximise the search panel result when using bulk selection?

How to maximise the search panel result when using bulk selection?

To speed up the lead selection process, we support bulk selection in 2 formats.

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  1. One Click To Add
    1. after input criteria, click Bulk (Max 1000)
    2. system will load how many contacts allow under search this criteria bulk select (takes 1-2s)
    3. if credit > bulk select number, will show lead added, as normal flow
    4. if credit < bulk select number or = 0, will show reminder to contact sales 
    5. Max. to bulk add 1000 to list


  2. Select from Search Result
    1. after input criteria, click Select > Select from this page 
    2. Deselect all if want to remove the selection on page
    3. if credit > bulk select number, will show lead added, as normal flow
    4. if credit < bulk select number or = 0, will show reminder to contact sales


Frequently asked question:
  • Why in some filter combination, bulk selection will be blocked?
    For result optimisation purpose, search result will exclude this filter automatically.

  • What kind of filter combination will be blocked?
    • Input company year founded filter first
      • block input lead seniority filter
      • block input lead department filter
      • block more than 1 parameter employee headcount filter
      • block more than 10 parameters per filter(exclude seniority, department filter, employee headcount filter)
    • Input lead seniority filter first 
      • block input company year founded
    • Input lead department first
      • block input company year founded
    • Input more than 1 paramter employee headcount filter
      • block input company year founded
    • Input more than 10 parameters per filter(exclude seniority, department filter, employee headcount filter)
      • block input company year founded
  • What should I do if my filter combination being blocked?
    You can remove/ adjust the filters to avoid above filter combinations, to maximise your search result.
  • What should I do if bulk selection function doesn't work?
    Bulk selection function is in beta version, which will work better in some conditions, such as putting 1-2 industry filter only. If you encounter pop up like this, please further adjust/ minimise the filter criteria. We will keep iterating this feature for future use case.




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