Business Enrichment
As your Contacts grow, one great feature we now have for optimizing your data is the Enrichment Feature for businesses. This can help enrich your contacts by pulling in Company information for your saved Organization records, all of which is done automatically - so no need to enable anything from the Account Settings!
For the Enrichment feature to pull in Company info and data for an Organization - you’ll need to make sure that you are on a the Growth Plan or above, and that there is a company email associated with your Organization records saved in your Capsule account.
Once information pertaining to an Organization has been found for a record, you can see this displayed in the right hand panel when you are in a company’s saved record directly. You can find information categories like industry, employee range/number of employees, location, estimated annual revenue, company tags, and more!
Another great utility for this information from the Enrichment feature, is that you can also add these columns to a list of your Organizations within a list view
You can also use some of the Enrichment categories for filtering a list of your Organizations within a List View... such as a certain Company Tag, or if you wanted to filter based on a certain amount of employees at the company - there are many useful ways you can filter and utilize this information within your Capsule account!
Person Enrichment for Contacts
While company information for your Organization records is pulled automatically by the Enrichment feature - enriching your People records in Capsule will need to be done on a case by case basis. Enriching a person can find and display information for a Contact, including basic contact details, company information, job role, LinkedIn profile and more.
To enrich a Person record - as long as there is an email address for them, you can navigate in Capsule to the person record you're wanting to enrich > on the right panel, you'll see the Enrichment section, with no information currently listed > click the option 'Enrich' to pull contact info into the record.
Once you've successfully enriched a person or organization's record in Capsule, you may have some fields that you'd like to update on the record itself. For this reason, there's a quick 'copy' button next to any individual field of information in the Enrichment section, which allows you to copy that info and then navigate into the 'Edit' option on the record, and paste the info you've copied to the correlating field.