Chris
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Recent activity by Chris-
Need to generate a new Google Sheets Spreadsheet? Check out this article!
If you need to create a brand new Spreadsheet when using Google Sheets, please head over to your Surfe Dashboard, then click on the button "Having Problems?" This will prompt you to reconnect a new...
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Missing permissions for HubSpot users?
INSTALLATIONAre you receiving the pop-up about missing permissions once you try to connect with Surfe?Please contact your CRM admin and ask him to activate all necessary permissions to integrat...
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How do I switch from using Surfe with Google Sheets to using a CRM?
To switch to a CRM, you’ll first need a subscription to one of the CRMs that we support: HubSpot, Salesforce, Pipedrive, or Copper. Tou can follow the steps in our How to Switch CRMs article to mo...
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The spreadsheet wasn’t created during the onboarding
If you close the onboarding windows before a Google Sheet is created, you won’t yet be able to add any contacts to the sheet (because it doesn’t exist)! But don’t worry. The next time you try to a...
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Email credits vs mobile credits
Surfe’s credit system is here to make finding accurate contact information for your leads easy and efficient. Let’s take a look at how credits work, the types available, and when they're used. Type...
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How Extra Credits work and do they expire?
Need extra email or phone credits to enrich your leads faster? You can easily purchase them directly in the Surfe app. Here’s everything you need to know: How to Buy CreditsOpen the Surfe app.On ...
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What is the Surfe App Power Mode?
Who is it for?Sales reps (SDRs and AEs) who want to stay in the “flow state” and maximize outreach efficiency.How to Enter Power ModeOpen the Surfe App and go to the Home screen (Quick start).Clic...
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Where can I find the enriched CSV file?
The list you have currently enriched will be visible right away in "Enrich CSV".To see all of your enriched lists, click on "My Lists".To download or delete your lists, click on 3 dots hereIf y...
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Troubleshooting: Pipedrive Administrator permission Required
How to fix the issuePlease follow the steps below:Check the CRM user connected to SurfeMake sure this user has Administrator permissions in your CRMRemove and reinvite the user to your account:To r...
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Exclusion Filter in Surfe Search
What are Exclude Filters?Exclude Filters let you remove specific attributes from your search results in the Surfe App. You can filter out industries, regions, or keywords that aren’t relevant to yo...