Review contact data and verification
Distinguish company facts, contact fields, qualification reasoning, and data that still needs human confirmation.
When to use this
Use this process before contacting a prospect, importing records, or reporting a correction.
Requirements and availability
- Public information can be incomplete or outdated.
- A missing field stays missing; do not substitute a company switchboard for a person's direct mobile.
- Why they match and Suggested first angle are generated context requiring review.
How to do it
- Open the prospect drawer.
- Confirm company name, domain, and website identify the intended business.
- Confirm the person still works there and the title is current.
- Review email, phone, and social links individually.
- Compare Why they match with current public evidence.
- Stop using a wrong field and submit a correction.
Fields and controls
| Control | What it does |
|---|---|
| Visit website | Opens the company site. |
| Email / copy | Opens or copies the email present. |
| Phone / copy | Opens or copies the phone present. |
| Public profile links | Open the available profile URL. |
What happens next
You can identify observed values, generated qualification context, and missing data before use.
States you may see
| State | Meaning |
|---|---|
| Available | A value is present but still needs currentness review. |
| Missing | No value is available and none should be inferred. |
| Staged | Qualified but delivery is incomplete. |
Credits and usage
Review does not use credits. Phone number as an Extra requirement adds 1 credit per delivered prospect in future runs.
Common problems
| Problem | What to check |
|---|---|
| A record contains incorrect personal data | Do not use it; follow the privacy correction process. |