AI-Driven Solutions

Enrich Candidate and Contact Details in ATZ CRM

Choose whether to find an email, a phone number, or both for a candidate or contact and understand how enrichment credits are used.

Quick Answer

Open a candidate or contact, select Enrich Contact Details, choose Email, Phone, or Email and Phone, review the maximum credit cost, and confirm. Available details can be applied to the record, and ATZ CRM adds an enrichment note.

Contact-detail enrichment helps recruiters complete candidate and contact profiles without paying for information they do not need.

Before You Start

The profile must include:

  • Full name.
  • Current Company.

A LinkedIn URL is recommended for a more accurate match. You also need permission to edit the candidate or contact and enough enrichment credits for the selected option.

Open Contact-Detail Enrichment

  1. Open a candidate or contact profile.
  2. In the Actions panel, select Enrich Contact Details.

If the action is unavailable, ask your administrator to review your access.

Choose What You Need

Select one of the following options:

OptionUse it whenMaximum credit cost
EmailYou only need an available email addressUp to 1 credit
PhoneYou only need an available phone numberUp to 8 credits
Email and PhoneYou need both types of contact informationUp to 9 credits

The dialog shows your available balance and the maximum cost before you confirm. Choosing phone only avoids the separate email cost.

Review and Apply the Result

When email details are available, review the returned choices and select the information you want to add to the record.

ATZ CRM can also add relevant professional information returned with the match. Candidate work history may be used to identify useful skills for the profile.

After the update, ATZ CRM adds a note so your team can see what information was enriched and when.

Phone Results Arrive in the Background

Phone verification can take several minutes. You can continue working while it runs.

When a number is returned, ATZ CRM:

  • Updates the phone field when appropriate.
  • Adds the result to the enrichment note.
  • Charges only the applicable enrichment credits.

Do not submit the same phone request repeatedly while the first request is still in progress.

Credit Guidance

  • Credits are shared at account level.
  • The maximum cost is shown before confirmation.
  • If the balance is too low, the confirmation action remains unavailable.

Use the in-app chat if you need additional credits.

Troubleshooting

No Match Was Found

Check the spelling of the person’s name and current Company. Add a LinkedIn URL when possible, then try again.

The Phone Number Has Not Appeared Yet

Wait a few minutes and refresh the profile. Phone verification is not always immediate.

The Confirm Button Is Disabled

Check the available credit balance and make sure the record contains the required name and current Company.

FAQs

Can I request a phone number without paying for an email?

Yes. Choose Phone. The maximum cost is 8 credits.

Is a note created after enrichment?

Yes. The note records the returned enrichment information for your team.

Are phone numbers always available?

No. Availability depends on whether a verified number can be found for that person.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.