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Understand the Prospecting and Engagement Tabs

Discover what actions are tracked under each tab — from scrapings, searches, and enrichments in Prospecting, to emails, LinkedIn steps, and tasks in Engagement.

Activity is organized into two tabs. Each tab displays a different category of platform activity.

Prospecting Tab

The Prospecting tab displays all activity related to finding and managing contacts and companies. The following action categories are recorded.

Scrapings

Scrapings represent the automatic extraction of data from external databases to build lists.

  • Each scraping is equivalent to the extraction of the fields corresponding to one row (one contact or one company).

  • The scraping limit is daily and depends on your subscription plan (your pool).

Action

Description

Scrape company open positions from TheirStack

Scrape a company's open positions from TheirStack.

Scrape companies from LinkedIn

Scrape company profiles from LinkedIn.

Scrape company Account IQ from LinkedIn

Scrape Account IQ data from LinkedIn.

Scrape company from LinkedIn

Scrape a company profile from LinkedIn.

Scrape company open positions from LinkedIn

Scrape a company's open positions from LinkedIn.

Scrape company posts from LinkedIn

Scrape a company's posts from LinkedIn.

Scrape contacts from LinkedIn

Scrape contact profiles from LinkedIn.

Searches

Searches refer to the search queries performed on the platform.

  • A search counts all the contacts or companies that appear on a results page.

  • Each time you advance to a new page in the preview, the results displayed are added to the searches counter.

  • This type of activity is also subject to a daily limit, depending on your plan.

Note: Importing via CSV or from the CRM has no record limit. Only scrapings are subject to a daily cap.

Action

Description

Search companies from TheirStack

Search for companies in TheirStack.

Search companies from LinkedIn

Search for companies on LinkedIn.

Search contacts from a LinkedIn event

Search for contacts from a LinkedIn event.

Search contacts from a LinkedIn post

Search for contacts from a LinkedIn post.

Search contacts from company

Search for contacts from a company.

Search contacts from LinkedIn

Search for contacts on LinkedIn.

Search contacts from LinkedIn connection

Search for contacts from LinkedIn connections.

Search contacts from LinkedIn followers

Search for contacts from LinkedIn followers.

Search contacts from LinkedIn poll

Search for contacts from a LinkedIn poll.

Search companies from Google Maps

Search for companies on Google Maps.

Search companies from Crunchbase

Search for companies in Crunchbase.

Search contacts from Crunchbase

Search for contacts in Crunchbase.

Search investors from Crunchbase

Search for investors in Crunchbase.

Enrichments

Enrichments consist of obtaining additional information on specific fields — such as AI variables, professional email, phone number, or any other data sourced externally.

  • This process allows you to enrich the profiles of contacts or companies with more complete and up-to-date data.

Action

Description

Enrich with phone

Enrich contacts with phone numbers.

Verify contact phone

Verify a contact's phone number.

Enrich with email

Enrich contacts with email addresses.

Verify contact email

Verify a contact's email address.

Enrich companies legal information

Enrich company legal information.

Enrich companies with AI

Enrich company data using AI.

Enrich contacts with AI

Enrich contact data using AI.

Enrich companies with technologies

Enrich company technologies (tech stack).

Enrich company with Crunchbase

Enrich company data using Crunchbase.

Enrich contact with Crunchbase

Enrich contact data using Crunchbase.

Evaluate company with formula field

Evaluate companies using a formula field.

Evaluate contact with formula field

Evaluate contacts using a formula field.

Get company contacts countries

Retrieve the countries of a company's contacts.

Extract company headcount from LinkedIn

Extract company headcount from LinkedIn.

Find from name on LinkedIn

Find a company on LinkedIn by name.

Imports and Exports

This category records the import and export actions of contacts and/or companies from or to your CRM, or from or to CSV files. It allows you to maintain full traceability of the manual synchronization of information between Enginy and your CRM. The specific action types you may see include:

  • Import companies from CSV

  • Import contacts from CSV

  • Export companies to CRM

  • Export contacts to CRM

Action

Description

Import companies from CSV

Import companies from a CSV file.

Import contacts from CSV

Import contacts from a CSV file.

Import companies from Website Visitors

Import companies from Website Visitors.

Import companies from [CRM] list

Import companies from a CRM list.

Import companies from [CRM] search

Import companies from a CRM search.

Import contacts from [CRM] list

Import contacts from a CRM list.

Import contacts from [CRM] search

Import contacts from a CRM search.

Export companies to CSV

Export companies to a CSV file.

Export contacts to CSV

Export contacts to a CSV file.

Export companies to CRM

Export companies to the CRM.

Export contacts to CRM

Export contacts to the CRM.

Sync companies with CRM

Sync company data with the CRM.

Sync contacts with CRM

Sync contact data with the CRM.


Engagement Tab

The Engagement tab displays all activity related to campaigns. You can use the search bar to look up activity by the name of the lead or the identity used in the campaign.

The following action types are recorded in this tab:

Action

Description

Add to another campaign

The lead was moved or added to a different campaign.

Email

An email was sent as part of a campaign step.

Liked last post

A LinkedIn "like" action was executed on the lead's most recent post.

LinkedIn invitation

A LinkedIn connection request was sent.

LinkedIn message

A LinkedIn message was sent to the lead.

LinkedIn voice message

A LinkedIn voice message was sent to the lead.

Task

A Task was created for a lead and needs to be completed manually.

Visit LinkedIn profile

The lead's LinkedIn profile was visited.

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