The core problem
Agency work needs clear ownership and review boundaries. Similar page names do not remove workspace, permission, dataset, or export controls.
Agencies
Keep client-oriented contact research inside workspace boundaries
Use controlled workspaces, contact-oriented CSV, enrichment, lists, provenance, and export states without promising white-label portals or unlimited tenancy.
Recommended products
CSV Enrichment
BlockedUpload contact-oriented CSV data, map fields, validate rows, review status, and export permitted results.
View productContact Discovery
Implemented, not deployedSearch supported people and company records using business criteria, with coverage and evidence states kept visible.
View productPerson Enrichment
BlockedComplete supported person fields from existing identifiers with explicit confidence, freshness, and provenance.
View productCompany Enrichment
BlockedComplete supported company fields from a known company or domain without inventing unavailable attributes.
View productContact Lists
AvailableSave, organize, and manage permitted contact results inside an authorized workspace.
View productCRM Enrichment
Approval requiredPrepare supported exported or workflow data for reviewed enrichment without claiming unapproved connectors.
View productTypical workflow
Select a workspace
Establish the authorized dataset and role context.
Map allowed inputs
Review fields and requested products before execution.
Inspect results
Check maturity, evidence, and unavailable states.
Export when permitted
Apply workspace controls before downloading results.
Supported inputs and expected outputs
Supported inputs
- Authorized workspace dataUse only contact and company records assigned to the current workspace.
- Mapped contact CSVUpload permitted contact-oriented files with reviewed field mapping.
- Approved enrichment contextRequest only products and fields available to the workspace.
Expected outputs
- Workspace-owned recordsKeep selected contact results inside the authorized workspace.
- Provenance and statusReview field evidence, partial results, and export readiness.
- Controlled exportExport permitted fields after role and policy checks.
Data confidence and field provenance
Per-field confidence
Confidence remains attached to data fields and does not become an agency performance score.
Workspace-aware provenance
Safe evidence context remains reviewable without exposing provider raw responses.
Product maturity
Agencies
Approval requiredWorkspace controls exist, while enrichment execution and commercial availability vary by product.
Limitations and controls
- No unlimited clientsNo client, user, or workspace quantity is promised.
- No white-label portalThis page does not claim a separate agency client portal.
- No fabricated reporting SLAAutomated client reports and service levels are not promised.
Related products
Frequently asked questions
No. The page describes workspace-controlled Standard Data capabilities only.
No quantity or unlimited entitlement is published.
No. Workspace and role controls continue to apply.
Keep datasets governed
Use workspace boundaries for contact-data work
Create a workspace or sign in to review the controls available to your account.