Lead Search

Find and discover high-quality B2B leads using advanced search filters—job titles, industries, locations, company size, and more.

• Multi-Criteria Filtering: Job titles, industries, locations, seniority, company size, revenue, technologies
• Preset Templates: Quick-start searches for common personas (Tech Executives, SaaS Founders, Marketing Leaders)
• Real-Time Results: Asynchronous search with progress tracking
• Duplicate Prevention: Automatically filters out leads already in your CRM
• Direct CRM Import: Add discovered leads to your project with one click
• Search History: Access and re-run your last 50 searches

Each search costs 0.25 quota and runs in the background—returning results in 30-120 seconds depending on filter complexity.

From your dashboard, click Lead Generation in the sidebar, then click Lead Search in the submenu.

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You'll see the search form with multiple filter options and preset templates at the top.

Start quickly with predefined search templates for common B2B personas.

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Available presets:

• Tech Executives: C-suite and VP-level at technology companies
• SaaS Founders: Founders and co-founders of SaaS startups
• Marketing Leaders: Marketing Directors, VPs, CMOs
• Sales Leaders: Sales Directors, VPs, CSOs
• HR Leaders: HR Directors, VPs, CHROs
• Finance Leaders: CFOs, Finance VPs, Controllers
• Operations Leaders: COOs, Operations VPs, Directors

To use a preset:

1. Click on a preset card
2. The form auto-fills with preset criteria
3. Review and modify filters as needed
4. Click "Search Leads"

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Create precise searches using multiple filters (AND logic—all filters must match).

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Available Filters

1. Job Titles

• Search by specific job titles (e.g., "CEO", "CTO", "VP Marketing")
• Supports partial matches ("Marketing" finds "VP Marketing", "Marketing Director", etc.)
• Examples: "Chief Executive Officer", "Founder", "Head of Sales"

2. Companies

• Search by company names

Exact or partial match

"Google" finds "Google Inc.", "Google LLC"

Examples: "Stripe", "Shopify", "HubSpot"

3. Locations

• Search by geographic locations (country, state, city)
• Examples: "United States", "California", "San Francisco", "United Kingdom", "London"

4. Industries

• Filter by company industry
• Examples: "Technology", "SaaS", "Healthcare", "Finance", "E-commerce", "Marketing"

5. Seniority Levels

• Filter by organizational level
• Options:

6. Company Size (Employees)

• Filter by number of employees
• Ranges:

7. Revenue

• Filter by annual revenue ranges
• Examples: $1M-$5M, $5M-$10M, $10M-$50M, $50M+

8. Technologies

• Filter by technologies used at the company
• Examples: "React", "AWS", "Salesforce", "HubSpot", "WordPress"

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Filter Combinations

Example 1: SaaS Marketing Leaders in US

• Job Titles: "VP Marketing", "Marketing Director"
• Industries: "SaaS"
• Locations: "United States"
• Seniority: "VP", "Director"

Example 2: Tech Startup Founders in California

• Job Titles: "Founder", "Co-Founder", "CEO"
• Industries: "Technology"
• Locations: "California"
• Company Size: "1-10", "11-20", "21-50"

Example 3: Enterprise Sales Leaders

• Job Titles: "VP Sales", "Chief Sales Officer"
• Seniority: "C-Suite", "VP"
• Company Size: "1,001-5,000", "5,001-10,000", "10,001+"

Before clicking "Search Leads", verify you have sufficient quota.

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Quota information:

• Cost per search: 0.25 quota
• Quota type: SEO Research bucket (shared with SEO tools)
• Remaining quota: Displayed in quota progress bar
• Quota warning: Red indicator if quota < 0.25

If quota insufficient:

1. Upgrade plan: Click "Upgrade Plan" link
2. Purchase add-on: Buy additional quota credits
3. Wait for reset: Some plans have monthly quota resets

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Click "Search Leads" to start the background search job.

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Search Processing

What happens:

1. System validates filters and quota
2. Queries our Partner B2B database with your criteria
3. Filters out leads already in your CRM (duplicate prevention)
4. Stores search record in history
5. Returns results

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Progress stages:

• 0-20%: Validating criteria and creating job
• 20-40%: Initializing B2B Leads Database API connection
• 40-60%: Querying B2B Leads Database database
• 60-80%: Filtering existing leads (duplicate check)
• 80-100%: Storing search record and finalizing results

Typical search times:

• Simple searches (1-2 filters): 30-60 seconds
• Complex searches (3-5 filters): 60-90 seconds
• Very specific searches (6+ filters): 90-120 seconds
• Timeout: Maximum 120 seconds

Once search completes, results display as preview cards.

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Each lead card shows:

• Full Name: Person's complete name
• Job Title: Current position
• Company Name: Company they work at
• Location: City, state/country

Email: Email address

if available

LinkedIn URL: Link to LinkedIn profile

if available

Results pagination:

• Total Results: Count of all matching leads
• Current Page: Page you're viewing (default 20 leads/page)
• Load More Button: Fetch next page of results

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Example:

• Total Entries: 500 leads match criteria
• Existing Entries: 50 already in CRM
• Filtered Entries: 450 new leads returned

Contact Data availability:

✅ Email Available: Green checkmark, ready to import

⚠️ Email Unavailable: Yellow warning, limited outreach options

• ✅ Mobile Available: Green checkmark, ready to import
• ⚠️ Mobile Unavailable: Yellow warning, limited outreach options
• etc

Select leads and import them to your project's CRM.

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To import leads:

1. Select leads using checkboxes (click to toggle selection)
2. Or click "Select All" to select all on current page
3. Click "Import Selected" button
4. Confirm import in dialog
5. Leads are added to your database

Leaving the page: If you go to another section (e.g. Leads) before importing, a message appears: import your results first or you may lose them. You can stay to import or leave anyway.

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Access your recent searches to view results or re-run searches.

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Search history displays:

• Search Criteria: Filters used (job titles, locations, industries, etc.)
• Date & Time: When search was performed
• Total Results: Number of leads found
• Leads Imported: How many leads you imported from this search
• Status: Completed, failed, or processing
• Actions:

History management:

Maximum records: Last 50 searches saved per user/project

Auto

cleanup: Oldest searches deleted when exceeding 50

Re-Run Previous Search

To re-run a search:

1. Find search in history list
2. Click "Use This Search" button
3. Search form auto-fills with saved criteria
4. Modify filters if needed
5. Click "Search Leads" to run again (costs 0.25 quota)

Search Best Practices

Effective Search Strategies

Start broad, then narrow:

1. Begin with 1-2 filters (e.g., job title + industry)
2. Review result count
3. Add more filters if too many results
4. Remove filters if too few results

Combine complementary filters:

• Job Title + Seniority: "Marketing" + "VP" = Marketing VPs only
• Industry + Location: "SaaS" + "United States" = US SaaS companies
• Company Size + Revenue: "11-50" + "$1M-$5M" = Small companies with revenue

Use multiple values per filter:

• Job Titles: ["CEO", "Founder", "Co-Founder"] = Any of these titles
• Locations: ["California", "New York", "Texas"] = Any of these states
• Industries: ["Technology", "SaaS", "Software"] = Any of these industries

Persona-Based Searching

Example 1: Early-Stage SaaS Founders

• Job Titles: "Founder", "Co-Founder", "CEO"
• Industries: "SaaS", "Software"
• Company Size: "1-10", "11-20"
• Locations: "United States"
• Result: ~200-500 leads

Example 2: Enterprise Marketing Leaders

• Job Titles: "VP Marketing", "CMO", "Marketing Director"
• Seniority: "C-Suite", "VP"
• Company Size: "1,001-5,000", "5,001-10,000", "10,001+"
• Industries: "Technology", "SaaS"
• Result: ~100-300 leads

Example 3: E-commerce Operations Managers

• Job Titles: "Operations Manager", "COO"
• Industries: "E-commerce", "Retail"
• Company Size: "51-100", "101-500"
• Technologies: "Shopify", "WooCommerce"
• Result: ~150-400 leads

Quota Optimization

Maximize value per search:

• Test small searches (1-2 filters) first to gauge result quality
• Once you find good criteria, save as preset
• Avoid "fishing expedition" searches (too broad, low relevance)
• Focus on high-intent personas (decision-makers with budget authority)

Budget-conscious strategies:

• Run 1-2 targeted searches/week vs. 10 random searches
• Import all relevant leads from each search before running next
• Use search history to avoid re-running same criteria
• Combine with other lead sources (website visitors, referrals)

Troubleshooting

No Results Found (0 Leads)

Problem: Search completes but returns 0 results

Causes & Solutions:

1. Filters too narrow

• Try removing 1-2 filters
• Expand geographic filter ("California" → "United States")
• Use broader job title ("VP Marketing" → "Marketing")

2. Unusual filter combination

• Some combinations have no matches (e.g., "Blockchain" + "Healthcare" + "Iowa")
• Test each filter individually to identify problematic ones

3. Spelling errors

• Check company names and job titles for typos
• Try variations: "VP" vs. "Vice President", "CMO" vs. "Chief Marketing Officer"

4. Niche industry/role

• Very specific roles may have <10 people globally
• Broaden industry or seniority filters

Search Timeout (>120 seconds)

Problem: Search exceeds 120-second timeout and fails

Causes & Solutions:

1. Too many filters (6+ filters)

B2B Leads Database API queries become complex with many filters

Reduce to 3

5 filters max

2. API rate limiting

• Rare, but our Partner B2B Database may throttle requests
• Wait 5 minutes and retry

3. Network issues

• Check your internet connection
• Retry search

All Results Are Existing Leads

Problem: Search returns 100% "Existing Entries" (all duplicates)

Explanation: You've already imported all leads matching these criteria

Solutions:

1. Refine criteria

• Add new filter (different location, industry, or seniority)
• Change job titles to adjacent roles

2. Expand target Ideal Customer Profile (ICP)

If you've exhausted your current ICP, consider adjacent personas

Example: If all "Marketing VPs" imported, try "Marketing Directors"

3. Wait and retry later

• B2B Leads Database database updates weekly with new professionals
• Retry same search in 2-4 weeks for fresh results

Low Email Availability (<30%)

Problem: Many results lack email addresses

Explanation: Email availability varies by seniority, industry, company size

Factors affecting email availability:

C-Suite: 20-40% email availability

harder to find

VP/Director: 40

60% email availability

Manager: 60

80% email availability

Enterprise companies: Lower availability

email privacy

Startups: Higher availability

more public

Solutions:

1. Adjust seniority target

• Target Directors instead of C-Suite for higher email availability

2. Use LinkedIn outreach

Leads without email still have LinkedIn URLs

Use LinkedIn InMail or connection requests

3. Enrich leads post-import

• Import leads, then use enrichment tools to find emails
• FiveBucks has lead enrichment features (see Lead Enrichment docs)

Quota Exceeded Error

Problem: "Insufficient quota" error when clicking "Search Leads"

Immediate solutions:

1. Check quota balance

• View quota progress bar (need ≥0.25 remaining)
• Calculate: Remaining quota ÷ 0.25 = Number of searches left

2. Upgrade plan

• Click "Upgrade Plan" link
• Higher tiers include more monthly quota

3. Purchase add-on quota

• Buy quota credits in billing settings
• Credits roll over month-to-month

4. Wait for quota reset

• Some plans reset quota monthly
• Check your billing cycle