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โœจ Prospect Save History

โš ๏ธ This page is deprecated (kept only for legacy users)

The prospect save history page hasn't changed much โ€” access directly: Customer Save History

The new complete save playbook (tags + auto dedup + credit explanation):

  • Email save records from the prospecting system can be viewed on this page. Saved emails are managed in Contacts.
    • Save history entry: https://web.laifaxin.com/search/saved

1. Page Previewโ€‹

  • Page info preview
    • Email type: precise, prospect, official site โ€” 3 types. See ๐Ÿ“šThree Email Types โ€” Features & Advantages.
    • Contact tag: tag after saving to Contacts ๐Ÿ‘‰ click to preview contact tags.
    • Task status: current task in progress, paused, or completed.
    • Selected count: number of customers selected.
    • Email cap: per-company/domain email save limit.
    • Total email count: total emails to save for the selected customers.
    • New email count: emails newly added to Contacts (existing emails are deduped).
    • Credit consumed: credits spent.
    • Creator: who created this task.
    • Download spreadsheet: click to download the task's data sheet.

Save history page preview

Figure: Prospect save history page overview showing task list and status.

2. Task Resultsโ€‹

  • Click Download Results to download the task's email list as a local spreadsheet.

Click download spreadsheet

Figure: Click "Download Results" to download task data.

Spreadsheet download

Figure: Downloaded spreadsheet shown in the local file system.

  • Spreadsheet explanation
    • 1๏ธโƒฃ Email type: precise email, prospect email, official site email, etc.
    • 2๏ธโƒฃ Customer domain: customer's email domain.
    • 3๏ธโƒฃ Email: saved email.
    • 4๏ธโƒฃ Source: URL or social media link of the email source.
    • 5๏ธโƒฃ Last name + First name: usually for precise emails.
    • 6๏ธโƒฃ Consumption: credits this email consumed.

Spreadsheet parameter notes

Figure: Downloaded spreadsheet content with detailed column descriptions.

3. Expansion & Resourcesโ€‹

FAQโ€‹

  • โ“ Are saved records permanent?

    • A: Yes โ€” once saved, records are permanent in your Contacts list unless you manually delete them.
  • โ“ What happens if I run out of credits?

    • A: When credit consumption exceeds your remaining balance, tasks can't be created or auto-pause. You'll need to top up to continue.
  • โ“ What format is the downloaded spreadsheet?

    • A: The spreadsheet downloads in .xlsx (Microsoft Excel) format, compatible with most spreadsheet software.

Learning Tipsโ€‹

  • ๐Ÿ’ก Regular review: periodically review your saved records, clean up contacts you no longer need, keep your contacts list clean and efficient.
  • ๐Ÿ’ก Use tags well: tag contacts of different sources or uses with clear contact tags for easy later filtering and management.
  • ๐Ÿ’ก Combine usage: combine saved records with Email Marketing for efficient customer outreach.

๐Ÿ”— Permalink: https://laifa.xin/zhinan/search-save-records