Genesy

Enginy Manuals

Dashboard Section

Dashboard

Activity section

Understand Activity History

Activity

Introducing the New Smart Inbox: Enhanced with AI to help you move faster and close more deals

Inbox

Lists

Import Companies from LinkedIn

Find contacts on LinkedIn

Create a list of companies by importing a csv file

Import a csv file with companies

Import a CSV with leads

Import companies, Hubspot, impor from hubspot, CRM

Import companies from HubSpot

Import companies from Salesforce

Find companies by job, job LinkedIn, job offers LinkedIn

Import companies from LinkedIn by job offers published

Find companies for job offers, job offers, job offers from Theristack

Import companies from Theirstack by job offers published

Find companies by their tech stack, tech stack,

Import companies from Theirstack by tech stack

Auto-generate highly targeted lead lists with Genesy

AI Recommended Lists

Import people that interacted with a LinkedIn post, a LinkedIn poll or are attending a LinkedIn event

Import contacts from LinkedIn post , poll or event

Import contacts from CRM

Import companies from Dynamics

I can't find an industry on LinkedIn

Import followers from a given company

1) Import Contacts / Companies

Find data from LinkedIn by URL/name

Find name from name, Search companies on LinkedIn

Find data from LinkedIn by Name

Which fields do we import from LinkedIn for contacts?

2) Find Contacts / Companies in LinkedIn

What is Enrichment?

Add emails, add phones, search for emails for contacts

How to enrich leads with email or phone

Run AI variables, enrich with AI, apply AI to leads

Enrich leads with AI

create formula field, create formula, how to add formula field, custom field formula

Create a formula field

View import report, view imported companies, view imported lead, CSV import report, import, import report

Check CSV Import Report

Know if a contact or company matches your Ideal Customer Profile (ICP)

Contact & Company Score

All about Crunchbase in Enginy

3) Enrich Contacts or Companies

leads companies table, understanding table, table headers

Understanding the contacts/companies table

Check if your company or contact exists in CRM

move values from one column to another, move values, moves values

Move values from one column to another

export companies to CRM, companies to CRM, export, export comapanies

Export companies to CRM

Sync a property from your CRM for a contact or company

Switching contacts from one list to another

Add custom field, custom field, who to custom field, fill a custom field

Add custom field

View of the List section

Add contacts to company

How many contacts should I select per company?

change legal name to trade name, change names, variables AI

Simplify company name

4) Actions on Contacts / Companies

AI Finder section

AI Finder

What can I see inside a campaign?

Overview of campaign data

Campaigns: Questions and Answers

Conditional campaigns

Conditional Campaign Templates

Introducing Conditional Campaigns

Campaign Analytics

Improved Campaign Analytics

Email Warm-up, prevent your emails from ending up in spam.

Prevent Emails from ending up in Spam and Bouncing

Campaigns Section

Create a Campaign

Campaigns

Analytics section

Analytics

Connect and Set Up Identities

Identities Section

Add new identity

Identities

AI Playbook

Fill in the AI Playbook with your information

AI Variables

How to Create AI Variables in Genesy

Personalize or randomize a message template with AI

AI Context

Continue conversation with AI

Genesy's all AI Models

AI Tag Conversation

ICP Quick Filter

AI Playbook Section

Prompt Best Practices for Working with Generative AI

AI Variables Deep Research: What it is, What it can do and What to expect

Create a Blocklist

Blocklist Section

Blocklist

Setting Up Permissions for the Integration User with Your CRM

How to Customize CRM Import

Export contacts to Excel/CSV

Check CRM Export Report - Errors

Importing and enriching companies from CRM

Importing and enriching contacts from CRM

Integrations Section

Configure CRM

CRM Cards (Salesforce)

Integrations

Integrate Genesy with your CRM or External Tools

Integrate with other platforms

HubSpot Integration

HubSpot - How can I resolve and prevent Industry field synchronization issues with Genesy

Hubspot: Add a card for Genesy "Status"

HubSpot: Check if Contact / Company exists in Genesy

Salesforce Integration

Pipedrive Integration

Microsoft Dynamics integration

All CRMs

Sign Up as a User

Configure User-based permissions

All Account limits

Email & Linkedin campaigns daily limits

Monthly Conversations

Admin Section

Add/Remove users

Change password

Edit permissions

Admin, Credits & Account Management

Credits

Credit policy 2025

Credits - View Usage

Crea un diseño personalizado con texto, imágenes y enlaces

Website

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