In the digital-first B2B world, quality leads are the fuel that powers growth. Yet, many businesses struggle to identify the right prospects at the right time. That is where Jeeva AI comes in, your AI-powered sales assistant built to automate, accelerate, and enrich your lead generation pipeline.

📈How Jeeva AI Simplifies Lead Generation: 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)

🔎 Lead Gen

📝 How to Use the "Find Leads" Feature in Jeeva AI

Step 1: Click on Find Leads under the Lead Gen tab.

Step 2: Fill out the fields based on your preferences:

• Designation (example: Marketing Manager, CTO, etc.)

• Location (example: United States, Canada, etc.)

• Use Advanced Filters as needed (such as industry keywords, company size, etc.).

Step 3: Sample leads will be populated automatically on the right side of the screen.

Step 4: If you want to save your criteria for future use, click the Save Filters button.

Step 5: Click Generate Leads to pull a full list of prospects.

Step 6: If you want to view more leads, click Load More at the bottom left of the lead list.

Step 7: To enrich the leads, click the Schedule Enrichment button.

Step 8: Select the specific information you’d like Jeeva to enrich (emails, phone numbers, LinkedIn profiles, etc.).

Step 9: Click Start Enrichment.

Step 10: Let Jeeva process the enrichment. You can monitor progress or return later once the enrichment is complete.

✅ Tip: Always save filters if you’re running similar searches often. It will save time and ensure consistency.

📝 How to Use the "Find Companies" Feature in Jeeva AI

Step 1: Click on Find Companies under the Lead Gen tab.

Step 2: Use the filters to refine your search:

• Location

• Industry

• Number of Employees

• Advanced Filters if needed.

Step 3: Click Generate Companies.

Step 4: Select the companies you want by using the check-boxes next to the company names.

Step 5: Click Enrich Companies.

Step 6: On the next screen, choose what information you want to enrich the list with (such as contact data or firmographic details).

Step 7: Click Add Column and Enrich.

Step 8: Once enrichment is complete, the enriched columns will appear in your results.

Step 9: Select the enriched companies, then click Find Leads to move to the lead generation step.

Step 10: Follow the Find Leads process from there to identify and enrich contacts at the selected companies.

✅ Tip: Starting with companies lets you focus on high-fit accounts before drilling down to individual decision-makers.

📝 How to Use the "Find Similar Companies" Feature in Jeeva AI

Step 1: Click on Find Similar Companies under the Lead Gen tab.

Step 2: Use the available filters:

• Company Name (the base company you want to find similar ones to)

• Industry

• Location

Step 3: Click Generate Companies.

Step 4: Once the similar companies are listed, follow the same steps as in Find Companies:

• Select companies using the check-boxes.

• Click Enrich Companies.

• Choose the information to enrich.

• Click Add Column and Enrich.

• Once enrichment is complete, select the enriched companies and click Find Leads to identify and enrich contacts.

✅ Tip: Using this feature is great for expanding prospecting lists by targeting companies similar to your best-fit customers.

📝 How to Use the "Find Local Businesses" Feature in Jeeva AI

Step 1: Click on Find Local Businesses under the Lead Gen tab.

Step 2: Enter the Location where you want to search.

Step 3: Set up the Proximity Radius (distance around the location).

Step 4: Enter a Search Query (for example: "technology companies," "restaurants," etc.).

Step 5: Set the Maximum Number of Results (up to 500).

Step 6: Click Continue.

📝 How to Use the "Find Companies by Technology"

Step 1: Click on Find Companies by Technology under the Lead Gen tab.

Step 2: Enter the Technology you want to search for in the relevant filter.

Step 3: Use other filters as needed:

• Location

• Industry

• Number of Employees

• Any Advanced Filters required.

Step 4: Click Generate Companies.

Step 5: Once the list is generated, select the companies and follow the Find Leads process to identify and enrich contacts.

✅ Tip: This is a great way to build targeted lists of companies using specific tools or platforms relevant to your solution.

📝 How to Use the "Find Decision Makers" Feature in Jeeva AI

Step 1: Click on Find Decision Makers under the Lead Gen tab.

Step 2: Enter the Company Website of the company you want to search.

Step 3: Add Decision-Making Criteria (for example: titles like VP of Marketing, IT Director, CFO, etc.).

Step 4: Specify the Number of Leads you want to generate.

Step 5: A list of relevant decision-makers will be displayed based on your criteria.

✅ Tip: Use specific designations and limit the number of leads to get highly relevant results.

📝 How to Use the "ICP Expander" Feature in Jeeva AI

Step 1: Click on ICP Expander under the Lead Gen tab.

Step 2: A prompt will open on the right-hand side.

Step 3:Type in your query. For example:

"Expand this ICP for me to include similar titles — location is San Jose, title VP of Sales."

Step 4: Jeeva will provide suggestions for:

• Job Titles

• Industries & Sub-Industries

• Company Size

• Growth Rate

• Revenue

• Seniority

• Skills

• Region

• Industry Keywords...and more.

Step 5: Use the suggestions to refine or expand your lead search criteria.

✅ Tip: This feature helps you quickly broaden or fine-tune your ICP without manual research, saving time and improving targeting accuracy.

Whether you are starting from scratch or looking to 10x your pipeline, Jeeva's all-in-one solution makes lead generation faster, smarter, and scalable.