Quick Start Guide

This quick start guide will walk you through the essential steps to begin using Facilities Finder effectively.

Step 1: Create Your First Territory

Territories define your geographic coverage area. All your searches can be filtered by territory.

1. Navigate to Territory in the sidebar
2. Click Create New tab
3. Choose a creation method:
   • County Selection — Click counties on the map to select them
   • State Selection — Click states to add entire states
   • Draw Polygon — Freehand draw your territory boundaries
   • Pin Drop — Drop pins with radius circles
4. Enter a name for your territory
5. Toggle Set as Default if you want this territory applied automatically to searches
6. Click Save Territory

Step 2: Search for Facilities

1. Navigate to Facility Search in the sidebar
2. Your default territory (if set) will be pre-applied
3. Add filters to narrow your search:
   • Industries — Select manufacturing categories
   • Products — Filter by what facilities produce
   • Revenue — Set minimum/maximum annual revenue
   • Employees — Set employee count range
4. Results appear in the table as you add filters
5. Switch to Map View to see facilities geographically

Step 3: Save Facilities to a List

1. In the search results, select facilities using the checkboxes
2. Click Add to List in the header
3. Choose an existing list or create a new one
4. Selected facilities are now saved to your list

Pro Tip: Use Select All to add all filtered facilities at once (up to 10,000).

Step 4: View Facility Details

1. Click any facility row to open the Company Drawer
2. The drawer shows:
   • Company information and all their facilities
   • Employees at each facility
   • Status, tags, and notes you've added
   • Any deals you've created
3. Navigate between tabs to see different information

Step 5: Unlock Contacts

1. In the Company Drawer, go to the People or All Employees tab
2. Find the decision maker you want to contact
3. Click Get next to email or phone
4. Credits are deducted and contact info is revealed
5. Unlocked contacts remain available forever — no recurring cost

Step 6: Create a Deal

1. In the Company Drawer, go to the Deals tab
2. Click New Deal
3. Fill in deal details:
   • Deal name
   • Expected annual value
   • Expected close date
   • Select a contact person
4. Click Create Deal
5. View your deals on the Home dashboard

What's Next?

Now that you know the basics, explore these topics in depth:

• Facility Search — Master all the filtering and viewing options
• Territory Management — Create complex territories for your coverage area
• Lists & Organization — Learn about tags, status tracking, and the exclude list
• Contacts — Understand the credit system and contact discovery
• CRM & Deals — Set up your pipeline and track activities