One of your first steps with Surfe should be reviewing your Settings page.
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Do you want to learn all the necessary steps to set up your Surfe account? Check them out here.
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It's essential that Surfe is set up to meet your needs. In Settings, you will have access to automatic email enrichment and mobile settings for your Surfe account,

as well as the option to choose which emails you want Surfe to find for you (private, business, or both).

If your company is based in the EU and you need to comply with GDPR regulations, make sure to activate the setting that allows Surfe to enrich contacts with GDPR-compliant enrichment providers only.

NOTE

By activating your GDPR compliance setting, Surfe will only process data through providers that are GDPR-compliant. As a result, the number of enrichment results may be lower, as some providers in our cascade will be excluded.

Do you want Surfe to automatically create new companies or update existing companies in your CRM? Activate these settings to allow us to do so.

Please note that this setting is applied at the company level and will be implemented for all users.

Need to create a custom deal name for your team? You can do that from your Settings page as well.