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Lead Research & Email Automation

01 / 06Interactive walkthrough · sample content
Separate Source Workflows

Start With A Clear Audience

Team Size11–200 People
Research FocusRecurring Administration

Source search criteria guide collection. Change the role to filter the sample records in the next step.

Illustrative audience · no live lead search.
01

Research Starts With Relevance

Set job roles and company-size criteria before collecting records. The sample role selector changes the records you will see.

  • Audience criteria
  • Job roles
  • Company-size selection

Research, email replies and scheduled reminders illustrate separate implementations. No messages are sent and no lead-to-email integration is implied.