Advanced Generate Contacts

Generate Contacts turns a list of companies into a list of people. With Advanced Generate Contacts you decide who those people are: for example one CEO, one marketing director and two salespeople at every company on the list.

Where to find it

Open a company list and click Generate Contacts in the toolbar. The menu has three kinds of option:

The list needs at least one company before you can generate contacts.

Build your criteria

1. On the company list, click Generate Contacts → Custom contacts criteria.

2. Label the first group after the persona you want, for example "C-suite" or "Marketing leaders" (optional).

3. Add person filters to the group, such as job title, seniority, department or location. A person must match every filter in a group.

4. Set Per Company: how many people this group returns for each company.

5. Click + Add Group for each extra persona. To get "C-suite or VP Engineering", use two groups rather than one.

6. Check the Contact Preview on the right. It shows each group's matches and how many companies have no match, so you can widen a group before you generate.

7. Click Generate.

How groups work

• Each group runs on its own against the company list.

• A company can match one group and miss another. That's expected, not an error.

• Per Company applies per group, so two groups set to 1 can return two people from the same company.

Results

CRED creates a new people list with the contacts. Your company list is unchanged. On a large list, generation can take a minute or two; you can keep working while it runs.

If some companies couldn't fill a group, a banner says how many companies didn't get contacts for some groups. Click View details to see which companies and groups were missed and why, then adjust your filters and run again. A company with no match for a role may simply not have that role.

Templates

Save your criteria as a template to reuse them, or to give your team a shared definition.

1. On the Advanced Generate Contacts screen, click Save template.

2. Name the template.

3. Under Who can use this template, choose:

   • Only me: only you see it in Generate Contacts.

   • Workspace: everyone in your workspace can use it.

4. Save.

Templates appear in the Generate Contacts menu. Anyone who can see a template can run it.

Editing and deleting:

• You can edit or delete templates you created.

• Workspace admins can also edit or delete Workspace templates.

• Only the person who created a template can change who can use it.

To edit a template, click the pencil icon beside it in the menu. Changes apply everywhere the template is used, including automations.

You can also tick Save criteria as People views to save each group as a People view your workspace can load.

Run it from an automation

Advanced contact generation is also an automation action. In an automation, add the Generate Contacts (Advanced) action and choose the list and saved template to use. Contacts are then generated for the companies the automation picks up, without anyone opening the screen.

Credits

Building criteria, previewing matches and saving templates are free. Before you generate, check your credit estimate in the app and the Credit Consumption Table. Unlocking or enriching the generated contacts afterwards uses credits as usual.

FAQs

Why did some companies get no contacts?

No one at those companies matched that group's filters. Click View details on the banner to see which groups were missed, then widen those groups.

My new list looks incomplete straight after generating.

Contacts are added while generation runs. Wait for it to finish, then refresh the page.

Why can't I edit a template?

Only the template's creator, or a workspace admin for a Workspace template, can edit it. You can still run it, or build your own from Custom contacts criteria.

Generate Contacts is greyed out.

The list is empty. Add companies to it first.

Related articles

• Finding contacts

• Create a list

• Dynamic lists