Step-by-step tasks
Guides
Each guide walks through one task with explicit steps — finding properties and owners, importing and verifying contacts, sending batches, handling replies, and keeping your data clean.
Find properties in a geographic areaUse Property Search to find properties by city, ZIP, or county, review a free estimate, and purchase a dataset.Find businesses in a geographic areaWhat Business Search will do in Landing Zone — the interface exists today, and lookups are on the way.Find property owners with Advanced Instant LookupSearch by address or APN to resolve a property and its owner, then bring the record into your contacts.Find business ownersHow business-owner discovery will work in Landing Zone once business lookups are enabled.Add a property to a contactAttach property records to contacts with Add a Property, Additional Property, and Additional Property Info.Enrich owner and contact informationFill gaps in your contact records — Skip Trace for phones and emails, property enrichment for property detail, and Verify for quality.Skip trace a saved audienceRun Skip Trace on a dataset, upload, sheet, folder, contact selection, list, or prior batch to find phones and emails.Verify phone numbersCheck line type and carrier with Verify so your SMS goes to mobile numbers that can actually receive it.Verify email addressesCheck addresses with Verify — domain and MX checks always, mailbox-level where enabled — before an email batch.Create a listCreate a contact list from a file import or from selected contacts, name it clearly, and know when to split it.Import a CSVUpload a CSV or XLSX, map columns, record opt-in consent, and review the import report in Landing Zone.Map imported columnsMatch spreadsheet columns to Landing Zone fields and save reusable mapping profiles for future imports.Resolve import errorsDiagnose dropped rows from a CSV import — headers, phones, emails, duplicates, encoding — and upload a corrected file.Tag and segment contactsAdd and remove tags — individually or in bulk — and filter by tags and lists to build outreach audiences.Create templatesBuild reusable email and SMS templates with merge fields, spin syntax variants, previews, and per-template performance stats.Set up email signaturesCreate a structured signature for each connected email account, pick a layout, and control whether it appears on campaign sends, inbox replies, or both.Create an email batchPick an audience, choose a template and signature, preview exclusions and counts, then approve and start your email send.Create an SMS batchSend a text batch with the same draft-preview-approve flow as email, with eligibility exclusions shown before anything goes out.Start an outbound callPlace a call to a contact from their record or a conversation — Landing Zone bridges your phone to the contact and logs the result.Use click-to-callWhere the click-to-call control appears, how the phone bridge works, and how calls are logged with dispositions.Receive inbound callsForward calls from your Landing Zone numbers to your routing number, capture voicemail on missed calls, and stay notified.Review replies in the unified inboxWork replies from per-number SMS and per-account email inboxes: respond, assign to teammates, and set statuses and dispositions.Update CRM recordsEdit contact fields, custom fields, notes, consent status, and tags — one record at a time or in bulk.Review screening resultsRun a DNC & Litigator Scrub on a list, read the reason behind each hit, export the results, and see what gets suppressed automatically.Handle opt-outsWhat happens automatically when a contact opts out by SMS or email, how to add manual suppressions, and why opted-out contacts stay out.Review dashboard analyticsRead your sends, delivery, replies, opt-outs, and call stats on the Dashboard, and drill into individual campaigns.Understand a failed sendThe difference between sent and delivered, where failures show up, and the most common causes for email and SMS.Pause or stop outreachPause, resume, stop, or discard a batch, pause an automation, and know exactly what happens to messages already queued or sent.Export your dataExport contacts as CSV, download results from every Intelligence tool, download lists, and view your credit and billing history.Delete recordsDelete a single contact or bulk delete many, and understand what is permanently removed versus which compliance records are retained.