SendsetsDocs

B2B database

Find people and companies in the shared prospect catalog and add selected people to your workspace.

Open Contacts > B2B database to browse the shared people and company catalog. This catalog is separate from your workspace contacts and the workspace lead database.

The lead workspace provides a streamlined search-to-campaign flow over the same catalog, with email enrichment, current verification, CSV and selected-contact saving.

Find prospects

Choose People or Companies, set filters, then select Apply filters. Filters combine with AND. Use Clear all to start again.

Both views support country, state, city, company domain, industry, technology, and minimum or maximum company employee count. Locations and catalog labels match case-insensitively. Domain, industry, technology, and department filters match exact source values. Company size excludes unknown sizes when a bound is applied. Zero leaves a size bound open in the dashboard.

People also support name search, exact email lookup, job title contains, seniority, department, and email availability. Company filters on People refer to the primary company. Company name search also searches domains. Broad searches can exceed the query budget; narrow the location or company filters and retry.

Results use stable cursor pagination. Select 25, 50, or 100 results per page, then use Next and Previous. Applying filters resets to the first page. The numbers above the table are catalog totals, not filtered result counts.

Inspect records

Click a row or View to open details. Company details include industry, technology, employee count, funding stage, and description when available. View company people opens people whose primary company matches that company ID. Companies with a shared domain remain separate records.

The catalog contains historical source records from 2014 through 2018. Historical source email status describes the source's old assessment. Valid email format checks syntax only. Neither means that an address currently receives mail.

Add people to contacts

Members with Manage contacts can select people on the current page and choose Add to contacts, or add one person from their details. Only people with valid email syntax can be added. A selection is limited to 100 people and clears when changing pages or filters.

SendSets reads selected IDs from the server-side catalog, then uses the normal workspace contact creation flow. Existing contacts are updated under that flow rather than copied into a second catalog. Workspace contact limits and suppression remain in effect, and verification is scheduled. Historical email assessments are stored in custom fields, never as a current deliverability verdict. No campaign enrollment happens automatically.

Job title, seniority, departments, location, LinkedIn URL, company domain, industry, technology, and catalog source IDs are preserved as custom fields when available. Changes refresh your teammates' contact views through the contact audit event.

Hosting and portability

An operator must configure a read-only ClickHouse connection on the backend. Credentials never travel to the dashboard. Without this connection, catalog queries return an unavailable message; workspace contacts continue to work.

The shared external catalog is not organization-owned and is not included in workspace archives. People added to contacts and their custom fields travel in the Contacts export group. See workspace export and import.

On this page