01 / Import
Bring the source in carefully.
Upload a CSV, map fields and see validation issues before anything becomes a contact or company.
Import review
—Source columns mapped
—14 rows need attention
—Nothing saved yet
Lists, audiences and research
Start with the list. Keep the context.
Import a list, validate the fields, add useful context and move the right audience into a reviewed campaign. The source stays visible throughout.
02 / Connect
Make the audience part of the relationship.
Contacts and companies retain source, ownership, consent and history instead of becoming a detached spreadsheet.
Connected records
—Company matched
—Contact role visible
—Consent source retained
03 / Research
Add context where it is supported.
Research and enrichment are explicit operator capabilities. Review suggestions and costs before they affect your records.
Research queue
—3 suggestions ready
—Provider cost visible
—Approve before writing
04 / Activate
Move a useful audience into work.
Filter and segment the result, then connect it to a campaign with suppression, limits and approval still visible.
Campaign hand-off
—Audience filter saved
—Suppression checked
—Approval required
A useful first step
Begin with the source you already have.
Nothing is sent or enriched without the controls and review that action requires.