Set Extra requirements and exclusions
Use plan-gated pass-or-fail requirements without confusing them with profile guidance.
When to use this
Use Extra requirements only for facts every delivered record must contain or match; use Exclusions for candidates that must be rejected.
Requirements and availability
- Free shows Extra requirements locked.
- Grow enables up to three at once: Phone number, Position level, and Employee count.
- Scale enables the advanced Buying signals requirement without the Grow three-requirement cap.
- Standard fields include Contact email, First name, Company name, and Website.
How to do it
- Open the profile editor and find Extra requirements.
- Enable only requirements that are truly mandatory.
- For Position level, choose Owner/Founder, C-level, VP, Director, or Manager.
- For Employee count, choose Company size first.
- On Scale, enter up to three required Buying signals.
- Add up to two Exclusions separately, then Save profile.
Fields and controls
| Control | What it does |
|---|---|
| Phone number | Requires a public phone number and adds 1 credit per delivered prospect. |
| Position level | Requires the contact to match a selected level. |
| Employee count | Uses the Company size range selected above. |
| Buying signals | On Scale, requires evidence of at least one of up to three signals. |
| Exclusions | Up to two independent rejection rules. |
What happens next
Prospects missing a selected Extra requirement do not count toward the target. Excluded candidates do not pass.
States you may see
| State | Meaning |
|---|---|
| Locked | The requirement needs the plan named in its tooltip. |
| On | It applies to future runs using the saved profile. |
| Cap reached | Grow already has three active requirements; turn one off first. |
Credits and usage
Strict requirements can use credits faster. Phone number adds exactly 1 credit per delivered prospect.
Common problems
| Problem | What to check |
|---|---|
| Employee count will not turn on | Choose Company size first. |
| Another Grow requirement is disabled | Three are already active; turn one off. |
| A run has low yield | Remove requirements that are preferences rather than mandatory facts. |