Overview
This guide will take you through what Wingmate Rolodex is and how it can be used to find Contacts on your Leads in Wingmate.
What is Wingmate Rolodex?
Rolodex helps your Sales team discover new companies and enrich contact information directly on your Wingmate pipeline. With Rolodex, search for multiple companies by industry, job title, and more. After importing them, you can find contacts by job title, name, and location, and retrieve their phone number, email, and social media. With a press of a button, Wingmate will add them as a Lead and enrich their details in the background.
How do Rolodex Credits Work?
Rolodex is a credit-based add-on - as you request Rolodex to find contact information for your Leads, it will use the credits accordingly.
You can purchase credits on a monthly cycle, in which they are used as shown in the table below:
| Rolodex Feature | Credits Used |
| Contact Reveal (Phone, Email and LinkedIn found) | 5 |
| Contact Reveal (Email + LinkedIn) | 2 |
| Contact Reveal (LinkedIn only) | 1 |
| Contact Reveal (unsuccessful) | 0 |
| Searching for Contacts to add to your Leads | 0 |
| Enrich Lead's Information | 2 |
On the 1st of the Month, the credits reset to the monthly tranche you are in. Credits do not compound month over month.
How to add Contacts with Rolodex
Step 1: Select the lead you wish to find Contacts for
Step 2: In the Action Bar, Select "Search for Contacts"
Pressing this button will show the Rolodex Model to start searching for Contacts.
Don't see this option in your page? You need to enable the Rolodex add-on in order to see this option. Please Contact our team to enable this add-on: https://wingmateapp.com/contact
Step 3: Use the Filters to search for Contacts on your Lead
After entering the information, press the "Search" button to search for Contacts.
- To make your search easier, use the Company Name dropdown to filter results and identify the correct companies.
- Additionally, adding the Company's Website will help you optimize search results.
- Ensure the Location field is cleared, as entering a location may limit your results. Only add a location when you need to filter through multiple contacts.
- Keep the job title broad, as making it too specific may limit your results.
Step 4: To add a Contact to your Lead, press the 'Add' button
Step 5: "Done" when you are done searching for Contacts
Pressing "Done" will close the modal and scrolling down will show you your new Contact. Rolodex will work in the background to find the email, LinkedIn and phone number.
Step 6: Wait for Rolodex to find Contact Details
Refresh the page after a few seconds/minutes to see the Contact details added to the entry. Depending on Rolodex's success, only a certain number of credits will be used, as shown above.
How to Enrich a Lead with Rolodex
1. Go to the Lead you wish to enrich
From the dashboard view(s), select the Lead you wish to find enrich to be taken to the Lead Details page.
2. In the Action Bar, Select "Enrich Lead"
Pressing this button will automatically enrich the Lead with any information that can be found for the company.
Upon success, your Lead's custom fields will update immediately! The following fields will be populated - make sure to have your Pipeline set up with the correct custom fields to gain access to all information below!
| Field Name | Field Id | Description |
| Industry | custom_fields.industry | The industry that the Lead is a part of (following NAICS naming conventions) |
| Description | description OR custom_fields.companydescription |
A generated description of the company. |
| Address | address | The address of the Company. |
| Name | name | The complete name of the Company. |
| Website | custom_fields.website | The website of the Company. |
| custom_fields.facebook | The Facebook URL of the Company. | |
| custom_fields.linkedin | The LinkedIn URL of the Company. | |
| # of Employees | custom_fields.employees | The # of Employees the Company has. |
When setting up your custom fields, make sure that the IDs match the table above!
Tips and Tricks
- Setting the Website before searching will help the enrich AI hone in on which company you wish to collect information on.
You're all set! Happy searching with Wingmate Rolodex!
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