Research & Prospecting: Finding the Right Companies

Last updated: August 15, 2025

💡 Pro tip: Use the keyword filter if you can’t find the industry/sector you are looking for (e.g., travel bags, CSR, or community).

How-to Guide

Combine filters and sorting to find lead lists

  1. Click Filter

  2. Type "auto"

  3. Click "Auto"

  4. Click "Revenue"

Filter lists before exporting in CRED

  1. Go to "Lists"

  2. Click "Filter"

  3. Add whatever filters you want to sort the data by

  4. Click here

  5. Play around with different sort options

  6. Like "Revenue", which sorts in order of descending revenue

  7. Export your refined list

Use the recommended companies in CRED

  1. Navigate to https://commercial.credplatform.com/companies

  2. Click here.

  3. Click "Aion - Customers"

  4. Scroll down to Recommended. Click "Add" on the suggested companies if they're a good fit.

Bulk add companies or people to a list

  1. Navigate to https://commercial.credplatform.com/people

  2. Click "Add to List"

  3. Select a list or create "New List"

  4. Click "Save"

  5. You'll be notified it's processing & also when it's complete. The limit is 2.5k per bulk add.

Use CRED on behalf of a different company (e.g., a client)

đź“Ś Pre-requisite: Via support, request companies you'd like to be able to use CRED as. For example, clients whose 'Audience Fit' score you want to leverage whilst prospecting.

  1. Navigate to https://commercial-dev.credplatform.com/home

  2. Click here.

  3. Click here.

  4. Click "Williams Grand Prix Engineering"

FAQs