About Finder

Finder is a lead-sourcing tool in Franchise Systems Ai (FS Ai). It searches for prospects that match criteria you set, then lets you pull the ones you want into your audience.

Finder carries a purple Beta badge in the sidebar. It's an actively developing feature, so expect it to change.

Where to find it

Go to Marketing → Finder.

The list page shows your Total Searches count and a table of every search you've run: Title, Status, Query, Matches, and Created.

Click New Search to start a new one.

Opening a search

Click a search in the table to open its results.

The header shows the search title and a summary reading how many results were matched against how many you've reviewed, for example "42 matched / 10 reviewed".

Two filters narrow the results: Has email and Only matched.

An Actions menu and a Review & import button sit alongside the filters.

Reading the results table

Each result row includes: Name, Status, Criteria, Email, Position, Location, URL, and Created.

Results come in two kinds:

Matched: results that meet your search criteria.

Unmatched: results that were sourced but didn't meet your criteria.

Getting results into your audience

Results in Finder aren't leads yet. They're sourced data waiting for you to decide what to do with them.

Click Review & import to bring matched results into FS Ai as prospects.

Once imported, they follow the same audience and lead workflow as any other contact. See How to Import Audiences for what happens during import, and General Definitions for how a prospect differs from a lead.