Dashboard: Getting Started with RocketReach
Welcome to RocketReach! We’re excited to have you on board. This guide will help you navigate your "Getting Started" dashboard and account settings, ensuring you make the most of your experience.
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Step-by-Step Guide to Getting Started
Your dashboard is designed to provide you with a user-friendly interface, allowing you to access key features and tools easily. Here's what you'll find:
Recent and Saved Searches
This feature simplifies the way you access your recent and saved searches. With just a few clicks, you can easily navigate to your previously conducted searches, ensuring you can pick up right where you left off.
In addition to quick access, this feature also allows you to perform new searches directly within this window. Simply enter your query, and you’ll be directed to the search page to further your search.
Recent Email Activity
This window allows you to quickly view email activity when you have connected your Gmail or Outlook inbox to our Messages feature. With this integration, you can easily track interactions and manage your communications efficiently.
If you haven't connected your inbox yet, don't worry! You can link your Gmail or Outlook to Messages by visiting the following link: Connect Your Inbox. Once connected, you’ll be able to take full advantage of this feature.
Browser Extension
The Chrome browser extension enhances your experience by providing quick access to contact information while you browse the internet. It automatically searches and shows you relevant company and people profiles, no need to open the RocketReach website!
Integrations
Native integrations allow you to easily export data with one click instead of awkward copy & paste. By linking your supported CRM/ATS, you can streamline your workflow, enhance your data management, and maximize your outreach efforts.
Contact Preferences
The "Contact Preferences" feature allows you to select the types of email addresses you wish to receive, helping you avoid spending credits on data that doesn’t meet your needs. By customizing your preferences, you can specify whether you want to see personal only, professional only, or all types of email addresses.
Take a moment to adjust your contact preferences, so you can focus on the data that truly matters to your business!
Account Settings
In the "Account Settings" section, you can easily find your lookup and export allotment, along with a detailed usage report.
This overview helps you track how many lookups and exports you’ve utilized, ensuring you stay within your limits and make the most of your account.
To better understand the differences between lookups and exports, please check out: Lookups vs. Exports for Enterprise.
Next Steps
Now you're ready to use RocketReach! To maximize your results, learn the best practices with full-length training: Full Training for New Users to Enterprise (30-minute Video)
Questions? You can also connect with the Customer Success team: success@rocketreach.co