Missing info? Not anymore. AI enrichment dives deep to uncover what your CRM forgot - phone numbers, LinkedIn links, job roles, everything you need to close with confidence.

📈How Jeeva AI Simplifies Lead Enrichment: Step-by-Step.

👤Logging In

Step 1: Visit the Jeeva login page.

Step 2: Enter your email and password.

Step 3: Click Log In to access your account.

🏠 Home Screen Overview

When you log in, you’ll see:

• Lead Gen

• Enrichment

• Research

• Content

• Agentic History

  
  

Left Navigation Menu:

• Home

• Activity (includes
  Company List and Lead
  List tabs)

💡 Enrichment

📝 How to Use the "Find Cell Phones and Emails"

Step 1: Click on Find Cell Phones and Emails under the Enrichment tab.

Step 2: Upload a CSV file containing up to 500 leads. The CSV should include the following columns:

• First Name

• Last Name

• Website

• LinkedIn URL

Step 3: Map the correct fields from your CSV to Jeeva’s required columns and click Start Enrichment.

Step 4: Let Jeeva process the list and return enriched contact information.

✅ Tip: Make sure LinkedIn URLs and websites are formatted consistently in the CSV to maximize enrichment success rates.

📝 How to Enrich Existing Leads in CRM (Salesforce)

Step 1: Go to Integrations and select SFDC.

Step 2: Connect Salesforce (SFDC) to Jeeva using your admin credentials.

Step 3: Go to Setup in Jeeva.

Step 4: Click on SFDC Object Configuration.

Step 5: If needed, add a new object (such as Lead, Contact, Account).

Step 6: Start mapping fields by providing:

• Matching Criteria (e.g., Company Name, Website, LinkedIn URL).

• Mapping Criteria (fields to enrich).

Step 7: (Optional) Add filters if needed (available to admins). Save the configuration

📝 Running Enrichment on CRM Records

Step 9: Click on Try Enrich Records in CRM.

Step 10: Select an object from the drop-down.

(Only compatible objects will be displayed — must include First Name, Last Name, Company Website, Name, LinkedIn URL.)

Step 11: (Optional) Add filters to narrow down the list (by CRM Field and Field Value).

Step 12: Review the preview of records.

Step 13: Click Start Enrichment.

✅ Tip: Make sure your Salesforce object fields are properly mapped and that the records have key identifiers like LinkedIn URLs or company domains for best results.

📝 How to Enrich Leads from LinkedIn URL in Jeeva

🔹 For a Single Profile:

Step 1: Enter the LinkedIn URL into the provided field.

Step 2: Click Enrich Now.

🔹 For Bulk Profiles:

Step 1: Upload a CSV file containing the LinkedIn URLs.

(Tip: Make sure the LinkedIn URLs are placed in a single column for easy upload.)

Step 2: Map the correct field if prompted.

Step 3: Click Start Enrichment.

✅ Note: The more complete and accurate the LinkedIn URLs, the better the enrichment results will be.

📝 How to Enrich Leads from Email in Jeeva

🔹 For a Single Email:

Step 1: Enter the email address into the provided field.

Step 2: Click Enrich Now.

🔹 For Bulk Emails:

Step 1: Upload a CSV file containing the email addresses.

(Tip: Make sure the emails are listed in a single column for easy upload.)

Step 2: Map the correct field if prompted.

Step 3: Click Start Enrichment.

✅ Note: Ensure email formats are correct to avoid upload or enrichment errors.

📝 How to Use "Find Email by Name and Company"

Step 1: Click on Find Email by Name and Company under the Enrichment tab.

Step 2: In the prompt box, enter a query like:

“Find emails for Steve Ackley at LandingAI and Jeff Skinner at HireRight.”

Step 3: Jeeva will process the request and return a list of email addresses in the chat window on the right.

✅ Tip: You can enter multiple names and companies in the same prompt for batch email finding.

📝 How to Use "Verify Email Addresses" in Jeeva

Step 1: Click on Verify Email Addresses under the Enrichment tab.

Step 2: In the prompt box, enter a query like:

“Verify emails stephen@lightsavingsolutions.com and simi.hundal@konghq.com.”

Step 3: Jeeva will process the request and return the verification results in the chat window on the right.

✅ Tip: You can verify multiple email addresses at once by listing them in the same prompt.

📝How to Use "Find Cell Phone for Contacts"

Step 1: Click on Find Cell Phone for Contacts under the Enrichment tab.

Step 2: In the prompt box, enter a query like:

“Find cell phone numbers for Steve Ackley at LandingAI and Jeff Skinner at HireRight.”

Step 3: Jeeva will process the request and return the cell phone numbers (if available) in the chat window on the right.

✅ Tip: You can enter multiple names and companies in the same prompt to search for several contacts at once.

📝 How to Use "Extract Info from LinkedIn Profile"

Step 1: Click on Extract Info from LinkedIn Profile under the Enrichment tab.

Step 2: In the prompt box, enter a query like:

“Can you do a detailed research for this https://www.linkedin.com/in/bhattacharyagaurav.”

Step 3: Jeeva will process the request and return detailed information from the profile in the chat window on the right.

✅ Tip: Use a complete and accurate LinkedIn profile URL for the best results.

📝 How to Use "Research Public Companies"

🔹For Bulk Companies:

Step 1: Upload a CSV list containing company domains, names, or ticker symbols.

Step 2: Map the correct fields if prompted.

Step 3: Start enrichment.

Step 4: Review the Results for each company, which will include:

• Access Earnings Call

• Assess Earning Report

• Explore SEC Report

• Assess Annual Filing

• Identify Key Insights

  
  

✅ Tip: Using ticker symbols where possible improves the speed and accuracy of results for public companies.

From missing data to complete profiles, Jeeva’s AI Enrichment ensures no lead slips through the cracks. Smarter decisions start here.