Clarifications on Ocean and Enrichment Filtering Features

Adam · 2025-01-06T23:02:28.712001+00:00

Hi there, a few qq's please: 1. Am I correct in saying, when I use Ocean (or maybe its Accounts issue), I can only pull down a maximum of 50 companies at any one time? 2. When I choose to "Find People" in Enrichment and it opens up to completing the filters. Isn't there a way to save all the filters I added as a future template so when I have to do this once again tomorrow or in a few days, I don't have to manually choose all of these same filters pics? 3. In this same area, the "Find People" area...it seems like the "Job Titles" field is for "Job titles" only, NOT Keywords. I might be wrong, but no leads came out when I choose to only add keywords like "innovation" or "research" and then use the "Include levels". I'd prefer not to have choose the exact title, rather simply choose Seniority in the "Include levels" field such as: Chief, VP, Director and a word like: sales, or operations, or technology so it picks up anyone with that seniority and it the descriptor. Can you please confirm to what extent this filtering works / best practices. I can do this in Sales Nav, but I know this is not SN. Thank you very much, I appreciate it.

Adam

Hi there, a few qq's please:

1.
Am I correct in saying, when I use Ocean (or maybe its Accounts issue), I can only pull down a maximum of 50 companies at any one time?
2.
When I choose to "Find People" in Enrichment and it opens up to completing the filters. Isn't there a way to save all the filters I added as a future template so when I have to do this once again tomorrow or in a few days, I don't have to manually choose all of these same filters pics?
3.
In this same area, the "Find People" area...it seems like the "Job Titles" field is for "Job titles" only, NOT Keywords. I might be wrong, but no leads came out when I choose to only add keywords like "innovation" or "research" and then use the "Include levels". I'd prefer not to have choose the exact title, rather simply choose Seniority in the "Include levels" field such as: Chief, VP, Director and a word like: sales, or operations, or technology so it picks up anyone with that seniority and it the descriptor. Can you please confirm to what extent this filtering works / best practices. I can do this in Sales Nav, but I know this is not SN. Thank you very much, I appreciate it.

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