User Guide: Find Partners & Potential Customers with AI on GTG CRM

What You Can Do After This Guide

Describe in words who you are looking for → see the list of companies and AI-returned contacts → save and re-run search history → select the most suitable results and import directly into Contacts & Companies → attach a nurturing playbook to start outreach. From the idea of "need to find clients/partners" to a clean list in the CRM in just a few minutes.

Don't have the big picture yet? Preview the article Find Potential Partners & Clients Using AI.

Preparation

#	Condition	Why It's Needed
1	Logged into GTG CRM, with permissions to create Contacts/Companies.	To import found results into Contacts & Companies.
2	Have credits remaining in your workspace.	Each search consumes a small amount of credit.

Step 1 — Open the tool and describe who you're looking for

1. Go to Contacts ▸ Find Potential Partners & Clients.
2. Enter a description in natural language: industry, region, type of business (e.g., "a furniture company in Hanoi needing marketing services").
3. Click Search.

✅ Expected Result: The system displays a searching status, then returns a list of results including companies (and related contacts).

Step 2 — View Company and Contact Results

1. Browse the list: each result includes the company name and relevant contact information.
2. Open a result to view details before deciding to save it.

✅ Expected Result: You see a list of real companies + contacts; you can view details for each result.

Step 3 — Import Results into Contacts & Companies

1. Select suitable results (one or more), or use Save All from the top bar.
2. Confirm importing into the CRM as Contacts/Companies.

✅ Expected Result: The selected results appear in your Contacts/Companies, with the source "found by AI".

Step 4 — Review and Re-run Search History

1. Open the Search History section.
2. Select a previous search to review its results, or re-run the query.

✅ Expected Result: A list of previous searches appears; you can reopen old results or re-run to update.

Step 5 — Attach a Nurturing Playbook to Start Outreach

1. For the newly imported contacts/companies, attach a nurturing playbook from the Automation Hub.
2. Activate it to start the outreach sequence (emails/task reminders...).

✅ Expected Result: New Contacts/Companies are placed into an automated nurturing flow; you can monitor progress directly within the CRM.

Quick Reference Table of Expected Results

Action	Result You Will See
Describe + Search	List of companies + contacts
View Results	Details of each company/person
Import to CRM	Contact/Company appears in Contacts
Open History	Review/re-run previous searches
Attach Playbook	Start automated nurturing flow

Notes

• Each search consumes a small amount of credit; describe your needs specifically for more accurate results.
• Results are based on publicly available web data — please verify information before outreach.
• Need to find suppliers (purchasing side)? Use the Find Suppliers Using AI tool.