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Find Leads From Radius Connect and Add Them to Salesforce

Radius Connect helps you find and add new leads right from your Salesforce CRM records.

Who can use this feature?

  • Customers who purchase Radius Connect or Radius Prospector, which includes Radius Connect. Contact your Radius Customer Success Manager or email
  • Customers who integrate Salesforce. Radius Connect requires Salesforce Enterprise Edition or higher.
  • Salesforce administrators can install Radius Connect and configure and assign Salesforce page layouts.
  • Radius Connect users require appropriate Salesforce permissions and field access.

Radius Connect shows company information and contacts for the record you're on, whether it's an account, a contact, or a lead. For example, if you're looking at the Acme Consulting account record, you'll see firmographic information and contacts for for Acme Consulting. If you're looking at an Acme Consulting contact or lead, you'll see the same information. Your administrator selects which Radius fields you see in Connect, but typical business data includes address, business phone, industry, year founded, number of employees, and annual revenue.

Lead search is simple. From the lead record you're on, find contacts at the company and add them as leads. If you already have the lead in Salesforce, we'll show you a dupe alert. After adding your lead, just click the button to view the record.

  1. Open a Salesforce lead record for a company you want more leads for. From the Contacts card, either page through the existing contacts or click the search icon to search by name, title, or function.

  2. If you're searching, enter a person's name or a keyword and select any filters or contact options you want, then apply. It's best to start broad and see what kind of results you get before applying filters. 

  3. Click the name of any contact you want to connect with and get their details: email, phone, or LinkedIn URL. 

  4. If you want to add the contact as a lead, just click the Add button. 





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