How to use Enrich Data

Profile enrich is when you automatically grab publicly available information and add it to a user's profile. You can enrich the customer profile to improve personalization.

To access Profile Enrich, go to:

++ Home > CRM > Lead ++

• Click on +Add Lead
• Enter all the details such as Name, Email Id and Mobile Number
• Click on save
• Go to Enrich button, click on Profile Enrich
• Select the value and click on submit

You now have access to all the social footprints of the lead.

In Finrich you can access the below details of a company

Company Highlights

• CIN

• Age

• Email ID

• Company Website

• Address

Directors

• Current Directorship

• Past Directorship

• Other Directorship

To access Finrich , go to:

++ Home > CRM > Lead ++

• Click on +Add Lead
• Enter all the details of the company such as Organization Name and Email Id.
• Click on save
• Go to Enrich button, click on Finrich
• Select the value and click on submit

You now have access to all the financial details of an organization.

In Finrich Plus you can access the below details of a company

Financial Summary

• Total Income

• Income Tax

• Total Expense

• Profit After Tax (PAT)

• Profit Before Tax (PBT)

Corporate Summary

• Incorporation Details

• Credit Ratings Overview

• KYC Information

• PF Establishment

To access Finrich Plus, go to:

++ Home > CRM > Lead ++

• Click on +Add Lead
• Enter all the details of the company such as Organization Name and Email Id.
• Click on save
• Go to Enrich button, click on Finrich Plus
• Select the value and click on submit

Updated on: 21/03/2023