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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

  1. Open the profile editor and find Extra requirements.
  2. Enable only requirements that are truly mandatory.
  3. For Position level, choose Owner/Founder, C-level, VP, Director, or Manager.
  4. For Employee count, choose Company size first.
  5. On Scale, enter up to three required Buying signals.
  6. Add up to two Exclusions separately, then Save profile.

Fields and controls

Controls in Leama
ControlWhat it does
Phone numberRequires a public phone number and adds 1 credit per delivered prospect.
Position levelRequires the contact to match a selected level.
Employee countUses the Company size range selected above.
Buying signalsOn Scale, requires evidence of at least one of up to three signals.
ExclusionsUp 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

Customer-visible states
StateMeaning
LockedThe requirement needs the plan named in its tooltip.
OnIt applies to future runs using the saved profile.
Cap reachedGrow 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

Problems and next steps
ProblemWhat to check
Employee count will not turn onChoose Company size first.
Another Grow requirement is disabledThree are already active; turn one off.
A run has low yieldRemove requirements that are preferences rather than mandatory facts.