Step 1: After logging in, hower to the left side panel and click on Integrations. Step 2: On the Integration page, you will see a list of selected CRMs. Click on “Connect” to connect The Grid with your preferred CRM.
To change your user account to another email address please reach out to your dedicated Client Success Manager or write in to [email protected].
To refine the people results to specific job roles of your choice, you will need to apply the People filter. There are several People filters that can be applied: * Personnel Name: Filter for people with a specific name. * Job Function: Filter people based on their function or department (e.g.
The Generate AI Ice Breaker feature is designed specifically for salespeople who face challenges composing their first cold outreach email and is available within the email composer page. Use this function to instantly generate a cold email and subject line. You can apply it again to generate a different version.
Q: Can I reply emails through The Grid A: At the moment, replying to emails through The Grid's email feature is not supported. However, you can reply directly from your own email provider, as emails sent via The Grid will be synced to your email account. Q: Can
To exclude any leads that have been exported or shortlisted, click on the Exclude Results filter. You will see several exclude filter options: Exclude Previously Exported Turn on this filter to exclude any leads (both personnel and companies) that have been exported since the start of your subscription. In My
The Export CSV feature allows you to export a list of selected personnel from The Grid into a CSV file. However, keep in mind that there is an export limit depending on the plan you have subscribed to. With this feature, you can: * Download and share the file with your
Save filters is a feature that allows you to save your selected filters and re-apply the filters should you wish to use the same set of filters at any point in time. Using Save Filters would help you to save time as you do not spend additional time re-creating the
Overview This is Version 1 of The Grid's API. It's designed to be a straightforward method for your software to interact with our Company and Personnel data. You use specific web links (URLs) to either: * Ask for data (like searching or filtering companies/people). * Send a
To check sent email status, click on Emails on the left side panel. You will then see various email statuses. All Emails: Displays the status of all emails. Pending: Emails that are queued to be sent after clicking “Send.” Emails at this stage can still be canceled. Sent: Emails that
To view or generate a list of personnel with a validated emails, apply the Email Validity filter and select "Validated". Once applied, this will exclude personnel who do not have a business email address or only have probable emails.
Step 1: Open the left-side panel and click on Integrations. Step 2: On the integration page, there are two email services available for connection: Gmail and Outlook 365. Then, click Connect on your preferred provider. Step 3: Review and agree to what The Grid can do with access to your
The Export CSV feature allows you to export a list of selected companies from The Grid into a CSV file. However, keep in mind that there is an export limit depending on the plan you have subscribed to. With this feature, you can: * Download and share the file with your
To download The Grid Chrome extension, visit this link. On the Chrome Web Store, click 'Add to Chrome.' Once it has been installed on your device, you can start using the extension. We encourage you to log in to explore the full functionality of the extension.
Before using The Grid email feature to send out emails to prospects, remember to sync your email to The Grid. Step 1: After applying filters and reviewing the results, select the list of personnel/companies you wish to email. Once done, click on the Send Email button located at the