FreedomSoft has a built in skip tracing system that can be used for obtaining phone numbers and email addresses for people.
Note that you should be aware of both cold calling regulations and can spam email regulations before deciding to use the data received from skip tracing.
Running a Skip Trace:
1. To queue up a Skip Trace order in FreedomSoft, navigate to the List, Campaign or Workspace that contains the record you wish to research.
Note that FreedomSoft can run the skip trace on individuals but not currently on corporation, trusts or banks. The FreedomSoft team has tested multiple corporate skip tracing systems and have yet to find one accurate enough to be added into the system.
2. Once the records have been selected, click Skip Trace Records which is found in the orange More Actions button.
3. Drag and drop the blue rectangles on the right side of the popup window over to the corresponding fields on the left side.
In order to run an effective skip trace, FreedomSoft will need to know the person's full name and also their mailing address.
Click the blue Confirm Skip Trace button when finished.
4. Your order is now in the queue. Click the blue Skip Trace Leads button to continue.
Don't worry if you haven't purchased skip trace credits yet as you can purchase them right inside the order placing process.
If skip tracing will be a consistent piece to your business, you'll want to consider purchasing credits in bulk in order to receive a discount. For more information, click HERE.
5. Next you'll see an order summary pop up for your review.
- Apply DNC Flag will be checked by default. This feature will show you all numbers that are currently on the National DNC Registry and they'll be highlighted in yellow to make them easy to identify.
- Apply Known Litigator Flag will be checked by default as well. This feature will show you all numbers that have been tied to past TCPA litigation and they'll be highlighted in orange to make them easy identify.
- You have the ability to remove both of these flags but it's not recommended to do so.
6. Next you'll add/verify credit card information and then click the blue Submit Order button.
7. Now that the order has been placed, you can find it on the skip trace page. Click the magnifying glass icon at the top of the screen and then click the Orders tab.
8. If you click on any of your current or past orders, you can see the status of each record.
9. As the skip trace order finds numbers and emails for each person, they get automatically added to each record.
10. You can also see a status of all past skip trace orders on the Orders tab.
Note that you only spend skip trace credits in FreedomSoft when data comes back so you are not charged for records where no data is found.
To learn more about purchasing skip trace credits in FreedomSoft, click HERE.