Prospect list building

UpLead searches a B2B database for companies and contacts matching your criteria. A Beam agent runs a search from a request, reads the results, and writes matching prospects into your target list where your rules and account permissions allow it. Contacts that already exist are updated rather than duplicated. Prospects that fail your fit rules, or that return incomplete data, are set aside and reported to a sales rep. People decide who belongs in the pipeline; the agent gathers candidates and files the ones that clear your rules.

Contact verification

UpLead reports a confidence level on the contact data it returns. A Beam agent reads that signal, applies your accuracy threshold, and writes verified emails and phone numbers onto the prospect record while holding low-confidence ones. Contacts below the threshold, or with conflicting details, are flagged for a rep to check before outreach. This keeps unreliable data out of your lists without a person vetting every row, while genuinely uncertain records still get human eyes before anyone reaches out to them by email or phone.

CRM record enrichment

Existing CRM records often have gaps UpLead can fill. A Beam agent reads a record missing firmographic or contact fields, queries UpLead, and writes the returned details back where they are absent, following your rules on which fields to overwrite. Records where new data contradicts existing entries are held and reported to an owner rather than changed. This fills routine gaps automatically while conflicts that need a decision wait for a person. Data source and match confidence are recorded so the enrichment stays auditable afterward.