> ## Documentation Index
> Fetch the complete documentation index at: https://help.reevo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Prospecting: Search & Enrichment

> Prospecting in Reevo lets you search a database of millions of people and companies, then enrich the ones you want to reach with verified contact details, turning them into CRM contacts ready for outreach.

Prospecting in Reevo lets you search a database of millions of people and companies, then enrich the ones you want to reach with verified contact details, turning them into CRM contacts ready for outreach.

This article covers the full flow: searching for prospects, enriching them with email and phone data, and tracking results.

***

## Prerequisites

Before you start, make sure you have:

* **Active Reevo account** with access to the Prospecting module
* **Sufficient enrichment credits** (check your [Usage page](https://app.reevo.ai/settings/usage))
* **Admin or User role** with permissions to create contacts

***

## Key Concepts

### What is Enrichment?

Enrichment is the process of appending verified contact information (email addresses and phone numbers) to a prospect. When a prospect is successfully enriched, Reevo automatically creates a CRM contact record linked to the appropriate account.

### Credit Costs

Credits are only charged for **successful** enrichments. If no data is found, you are not charged.

| Enrichment Type | Credit Cost |
| --------------- | ----------- |
| Email           | 1 credit    |
| Phone number    | 5 credits   |

Your organization has a monthly credit quota. You can monitor usage at any time on your [Usage page](https://app.reevo.ai/settings/usage).

### When Is a Contact Created?

A CRM contact is automatically created when a prospect is successfully enriched with an email address. The contact is linked to the matching account record. Prospects where enrichment fails (no data found) remain in your prospecting results for retry.

### Enrichment Eligibility

A prospect or contact is eligible for enrichment only if:

* It does not already have the relevant data (email or phone)
* Enrichment has not previously been attempted for that field
* There is no enrichment currently in progress for that field

***

## How to Search for Prospects

Reevo's prospecting database lets you filter by role, company, location, industry, and more to build a targeted list of people or companies.

1. Navigate to **Prospecting** in the main sidebar
2. Click on **Find new prospects** in the upper right corner
3. Select either the **People** or **Companies** tab, depending on what you want to search
4. Use the filter panel on the left to narrow your results by criteria such as:
   * Job title or seniority
   * Company name, size, or industry
   * Location
5. Review the results. You can toggle on the option to exclude existing CRM contacts so that you can avoid duplicates.

<Note>
  If starting with a **Companies** search, you can select the records in bulk or individually, then choose to **Search people in selected companies** or **Add to account list**.
</Note>

***

## How to Enrich Prospects

Once you have identified the people you want, you can enrich and import them into your CRM in bulk.

1. From your prospecting results, select the prospects you want to enrich
2. Choose the action you'd like to take with the prospects:
   1. Enrich email addresses (enrich prospect's email address and add to CRM)
   2. Enrich phone numbers (enrich prospect's phone number and add to CRM)
3. In the enrichment modal:
   * Select the contact information to enrich:
     * Email addresses (1 credit)
     * Phone numbers (5 additional credits)
   * Add to a **Prospecting list**
4. Review the estimated credit cost displayed before confirming
5. Click **Confirm** to start enrichment

Enrichment runs in the background. You can continue working while it processes. You will see a progress indicator while the run is active, and all enrichment jobs are viewable in the **Enrichment History** tab (under **Settings**).

***

## How to View and Manage Prospects

### View prospects

Prospecting has a number of views to organize and view your saved prospects.

The default views include:

* **My prospects:** the default view of all prospects that you have saved and enriched
* **All prospects:** all prospects that have been saved and enriched across your organization
* **Recently saved:** all prospects that you have saved and enriched in the last 7 days
* **Missing info:** prospects that have missing information (e.g. emails were not found)
* **Archived:** prospects that you have archived
* **Converted:** prospects that you have added to the CRM

You can also organize your prospects in lists. Prospecting lists are created during the enrichment process and are visible under the default views.

### Manage prospects

In the prospecting view, select the prospects that you want to take action on.

Actions include:

1. **Add to sequence**: this converts the prospect to a contact and adds the contact to a CRM, then enrolls the contact in a sequence
   * Once selected, assign a **Contact Owner** and select the desired **Sequence** to add the contact to
2. **Add to contact list**: this converts the prospect to a contact and adds the contact to a CRM, then adds the contact to a list in the CRM
   * Once selected, assign a **Contact Owner** and select the desired **List** to add the contact to
3. **Enrich**: attempt to find contact information for prospects that are missing information
4. **Convert to contacts**: adds to CRM by converting the prospect to a contact
5. **Archive**: moves the prospect to archive; no further actions can be taken upon these contacts

<Info>
  Up to **2,000 prospects** can be added to a sequence, contact list, or converted to contacts at a time.
</Info>

***

## How to Enrich Existing CRM Contacts

You can also run enrichment on contacts already in your CRM who are missing email addresses or phone numbers.

### Bulk Enrich from the Contacts Page

1. Navigate to your **Contacts** list in the CRM
2. Select the contacts you want to enrich using the checkboxes
3. Click the **Enrich** button in the action bar
4. In the modal, choose what to enrich:
   * **Email** (1 credit per result)
   * **Phone number** (5 credits per result)
5. Review the estimated credit cost and click **Confirm**

<Info>
  You can enrich up to **50 contacts** at a time from the Contacts page.
</Info>

### Enrich a Single Contact from Their Record

1. Open a contact's detail page
2. Click the **Enrich** button in the top action bar
3. Select **Enrich email** or **Enrich phone number** from the dropdown
4. The enrichment will process and the contact record will update automatically if data is found

If a field shows **"Email not found"** or **"Phone not found,"** enrichment was attempted but unsuccessful; no data was available to return or the contact information failed Reevo's validation. Re-enrichment is not supported for these contacts.

***

## How to Enrich from the Chrome Extension

The Reevo Chrome Extension lets you enrich LinkedIn profiles directly from your browser.

### Single Profile

1. Open a LinkedIn profile
2. The Reevo extension sidebar will appear automatically
3. Click **Enrich** to retrieve email and/or phone data for that contact

***

## Tracking Enrichment History

All enrichment runs are logged and viewable from the Prospecting module.

1. Navigate to **Settings** > **Enrichment History**
2. Each row shows:
   * The run date and who triggered it
   * Number of prospects processed
   * Number of credits used
   * Where the enrichment happened (Prospecting module or Contact)
   * Run status (Pending, Processing, Completed, or Failed)
3. Click any row to view detailed results, including which contacts were created and their enrichment status

***

## Troubleshooting / FAQs

<AccordionGroup>
  <Accordion title="Why wasn't I charged if enrichment failed?">
    Credits are only deducted for successful enrichments, meaning Reevo found and returned valid data. If no email or phone number is found, no credit is charged.
  </Accordion>

  <Accordion title="Why is the Enrich button grayed out for some contacts?">
    A contact is not eligible for enrichment if they already have the relevant data, if enrichment was previously attempted (even if it failed), or if there is an enrichment currently in progress for that field.
  </Accordion>

  <Accordion title="What happens after a prospect is successfully enriched with an email or phone number?">
    Reevo automatically saves your prospects in a view so that you can take further action: add to a sequence, add to a contact list, or add to the CRM.
  </Accordion>

  <Accordion title="Can I enrich both email and phone at the same time?">
    Yes. During enrichment during Prospecting or when enriching from the Contacts page, you can choose to include email and/or phone enrichment. Email enrichment (1 credit) and phone enrichment (5 credits) are charged separately per successful result.
  </Accordion>

  <Accordion title="What can I do with my prospects that I've enriched?">
    You can add prospects to a sequence, add to a contact list, convert to contacts, archive, or enrich again.
  </Accordion>

  <Accordion title="What are prospect views?">
    Views are collections of saved and enriched prospects so that you can review, organize, and take action on them.

    Your saved and enriched prospects are available in the following views:

    * **My prospects:** the default view of all prospects that you have saved and enriched
    * **All prospects:** all prospects that have been saved and enriched across your organization
    * **Recently saved:** all prospects that you have saved and enriched in the last 7 days
    * **Missing info:** prospects that have missing information (e.g. emails were not found)
    * **Archived:** prospects that you have archived
    * **Converted:** prospects that you have added to the CRM
  </Accordion>

  <Accordion title="How many contacts can I enrich at once?">
    From the **Prospecting** bulk import: up to **2,000 prospects** per run. From the **Contacts page**: up to **50 contacts** per batch.
  </Accordion>

  <Accordion title="Where can I check my remaining enrichment credits?">
    Go to [Settings > Usage](https://app.reevo.ai/settings/usage) to see your current credit balance, monthly quota, and usage history.
  </Accordion>
</AccordionGroup>
