Overview
This guide will take you through what Wingmate Rolodex is and how it can be used to find Companies 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 Adding Companies Credits Work?
Rolodex is a credit-based add-on - as you request Rolodex to find company information for you, 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 |
| Adding a Company from Rolodex Search |
1 per company if successfully added to the pipeline |
On the 1st of the Month, the credits reset to the monthly tranche you are in. Credits do not compound month over month.
Video Tutorial:
Step-By-Step Guide:
Step 1: Navigate to your menu on the left-hand side. Click on 'Rolodex Search'.
Step 2: Select which fields you would like to filter for and click 'Filter Results'.
Step 3: Select the companies you would like to add to your Wingmate pipeline and click 'Import Selected'.
Selecting the checkbox in the header will import the entire company search.
Step 4: Wingmate will detect the total number of companies added, along with how many credits were used for the import. As the import progresses, your screen will update, showing the results.
Step 5: Navigate to your Funnel View and locate your new leads.
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
You're all set! Once your companies are added and enriched, you're ready to start finding contacts within them.