Questions and Answers

Search FAQs from to learn more about our products and services.

Search & Download

How do I build a list?

You can build a list for any database by selecting multiple criteria from a variety of selections.

1) Click the ‘Start’ button under the database list category you choose. For the more specialized lists, the ‘Start’ button is shown after you click on the name of the list.

2) Enter your geography selection.

3) Enter the type of business or SIC code of the business you’d like to target. For consumers, you can search by household information such as income, home value, and home ownership.

4) Narrow your search by employee size or sales volume. Narrow your consumer search by age groups, gender, and marital status as well. Choose as many or as few selections as needed for your list.

5) Done! Your sales leads will be displayed.

If the list you are building is too large or too small, try modifying the criteria by adding more or less selections.

Basic information on your list will be displayed. To see more information on a single record, click anywhere within the record and the full record detail will display to the right.

If you would like more detailed list building instructions, please download one of the following pdf’s:

pdfHow to Use Infofree

pdfHow to do a Business Search

pdfHow to do a Consumer Search

pdfHow to Create Mailing Labels by Using Mail Merge in Word for Mac

What are my download limits?

Please visit our Pricing to see the current download limits.

If you have further questions regarding your download limits, please call 877.448.0101

What search fields are available?

Business – zip code, city, county, state, area code, entire US, type of business, title, SIC code, number of employees, annual sales volume, radius box/shape map search, & credit rating.

Consumer – zip code, city, county, area code within a state, age, gender, marital status, household income, home value, length of residence, home ownership, DNC registry, radius box/shape map search & presence of phones.

Hot Sales Leads – zip code, city, county, state, time frame of the life event.

How can I see my past searches?

If you choose to view your search results immediately from the search page, your list will also be automatically saved and accessible from both the dashboard and the ‘Previous Searches’ section.

You can also view past downloads in  ‘Previous Downloads.’

Can I search the new business database by type of business?

Our goal with the New Business Database is to get you the names of these businesses as soon as they open the door. This allows you to search and get to them BEFORE the competitor. Use smaller geography and get a manageable list, and don’t let the competition get to them before you do!

No but you can search by phone availability and time frame.

Do you have a SIC code directory?

Yes. Simply type the name of the industry that you are looking for, and related SIC codes will populate. General searches are better than specific searches.

You can find a list of SIC codes here:

How do I do a mail merge?

To print your leads onto mailing labels from your Microsoft Word file, download the following pdf:

pdfHow to Create Mailing Labels by Using Mail Merge in Word for Windows

To do a mail merge with Word on a Mac, follow these steps:

To do a mail merge using OpenOffice, download the following pdf:

pdfHow to do a mail merge using OpenOffice

To create mailing labels using mail merge in Word on a Mac, download the following pdf:

pdfHow to Create Mailing Labels by Using Mail Merge in Word for Mac

How do I conduct a business credit reports search?

To learn how to conduct a business credit reports search, please download the PDF below.


  • How to do a business credit reports search

How do I find phone numbers?

If you are searching in the WEEKLY HOT SALES LEADS databases, those records are NOT guaranteed to have a phone number because we are trying to get you the newest and hottest leads available.  So keep in mind these leads are only 5 week old or newer!

How do I only download leads that have phone numbers?

If you are searching in the consumer databases, build your search.  In the last tab, “PHONE OPTIONS,” you will click on “Search by Phone Availability” and check the box.  That will remove records that do not have a phone number.  You will also want to click on “Omit DNC Registry Listings” and check the box.  That will remove records on the Federal DNC (Do Not Call List).

What’s the format of downloaded lists?

The lists are in CSV format, which can be used in a wide variety of programs such as Excel or OpenOffice.

How do I fix download issues?

  • If you download your list but it still says processing, you may have encountered a technical issue. Close the processing box and click on Previous Downloads and download it again.
    • If your list is not there, call Customer Service (877-448-0101) so we can resolve the issue for you.
  • If you download your list but can’t find it on your computer. Close the processing box and click on Previous Downloads and download it again. This time choose Open With and your spreadsheet will open up. Now go to File, Save As and you can choose where you want your spreadsheet saved, as well as, rename the file.
  • If you printed your list and the PDF did not come up, you may have a pop-up blocker on. To learn how to turn off your pop-up blocker, please search for “pop-up blocker” on our Q&A page.

Data Quality

How will the new cell phone laws affect my marketing campaign?

According to the rules of the TCPA (Telephone Consumer Protection Act), which went into effect October 16, 2013, calls that are manually dialed and do not contain a pre-recorded message are exempt from the TCPA.

The TCPA also states that prior express written consent will be required for all autodialed and/or pre-recorded calls/texts sent/made to cell phone and pre-recorded calls made to residential land lines for marketing purposes.

More information can be found at the following link:

How current are your lists?

Our business databases are updated every month and are 95% accurate.

Our consumer databases are approximately 90% accurate.

We’ll provide you with the highest quality databases, but keep in mind that no list is 100% accurate.

Please see

Are your leads scrubbed against the Federal Do Not Call List?

Yes, we do scrub our leads against the Federal Do Not Call List… but are not guaranteed.

However, keep in mind, new phone numbers are added to the Do Not Call list every day and the DNC list is constantly changing. If you select leads with phones ‘where available’, the leads that have phone numbers that match the DNC list will be flagged. If you select a list with 100% DNC scrubbed phones, all leads are scrubbed against the DNC list and all phone numbers that match are removed.

Additionally, because people add new phone numbers to the Do Not Call list every day and the DNC list is constantly changing, it is ultimately your responsibility to ensure that these phone numbers have been removed from your leads before calling.

If you select 100% phones, all leads will contain a phone number; both available for calling and those that have been flagged for DNC.

Payment & Subscription

I can’t seem to login to my account, what should I do?

If you are having an issue with your account login, please contact our Customer Service Department at 1-877-448-0101 and we will be more than happy to assist you and have you back to finding sales leads within minutes!

How can I pay?

It’s relatively easy to pay for our services. Currently we accept Visa, Mastercard, Discover, and American Express.

You may also mail us a personal check or money order for the yearly subscription price (sorry, monthly subscriptions cannot be paid by check) to:
ATTN: Client Services
11211 John Galt Blvd.
Omaha, NE 68137

How do I cancel my subscription?

We hope that you never have to cancel your subscription, but if you would like to discontinue your membership, you have the following two options:

  1. Call Customer Service at 877.448.0101 from 7:30am to 6pm, CST.
  2. Send a letter to our cancellation department. Please include your first name, last name and username in the letter and send it to: Cancellation Department
PO Box 27757
Omaha, NE 68127

Note: If you cancel your account for any reason, you will no longer have access to the system or your saved searches. If you wish to resubscribe, you will be subject to the subscription plans and pricing that we have available at that time.

I have received an email saying my credit/debit card has been declined, what do I do?

If you receive an email saying your credit/debit card has been declined, you’ll need to provide another credit/debit card or update your existing card information before you can access your account.

To update your card information, contact our customer service at (402) 779-7333.

Please note that you cannot reactivate your existing account online. It must be done over the phone. If you sign up online it will register you as a new subscriber.

After you’ve successfully updated your credit card, you will be able to access your account.


What are the terms of the Money Back Guarantee?

Please see the Money back Guarantee section of our Terms and Conditions

How long is the special price available?

We will have many special offers from time to time, but there is no set schedule for each promotion. Hurry & sign up today so you don’t miss out!

How long is my promotional pricing good?

The promotional price will be the price you pay through at least the next twelve months, as long as you don’t cancel.

Note: If you cancel your account, we cannot guarantee you will receive your previous price. Prices are subject to change at any time.


Which Internet browser should I use for

Most browsers can be used with including the most current versions of Firefox, Chrome and Safari. Some users have had difficulty with Microsoft Internet Explorer 7 and below. To avoid security risks and display issues with Internet Explorer it is highly recommended to use one of the other browsers listed instead. Google Chrome is currently the most secure browser and is free to download and install here.

Users who are not using one of the minimum browsers listed above may find that some or all of the pages within infofree will not display properly. This is due to the browser differences and is especially common if the browsers are still in beta development period. In addition, all browsers should be “Java” and frames enabled, with caching turned on.

Optimal viewing resolution is 1024×768 or better.

How can I make a product suggestion?

Please submit your suggestion to

The product team regularly reviews all ideas, so keep ’em coming!


Can I rename or add a status to a prospect or customer?

You cannot rename or create a new status. However, you can utilize tags. You can change the color, rename/delete the existing tags, and create new additional tags for your prospect or customer.

Can I set a reminder pop-up for tasks/followups?

There is currently no pop-up reminder functionality in the web based CRM101. However, you can utilize Calendar and /or Activity Summary when you first sign into CRM101 to view upcoming tasks, appointments and follow ups. You can also sync the CRM101 Calendar with your Microsoft Outlook calendar or with your Google Gmail calendar and set a reminder there. Additionally the CRM101 App has a reminder notification feature that can be enabled for appointments & follow up tasks.

How do I send an email from CRM101?

*Please note: To send out a bulk email like a newsletter or an offer to a large quantity of addresses, you should never use a common SMTP server like the ones associated to free email providers (Gmail, Yahoo, etc…). They are not structured to handle mass mailings. They have limits on outgoing mail and the number of recipients per email. Plus, you will surely have delivery problems, the vast majority of your messages will be simply filtered out by the ISPs and incoming servers.

Yes, using your email account you can send up to 250 emails per day from CRM101. You will need to enter your email account user information and the outgoing (SMTP) mail server name and port number to connect CRM101 with your email account by going to My Email and then Email Settings. If the email account type is exchange you should contact your help desk for the server and port information.

There is a Help Section for the most common free email providers if assistance is needed with finding user and server information.

How do I delete a prospect and or customer from CRM101?

Yes. Move your mouse over the lead and select Delete from the icons that appear or click on the trashcan icon located on far right side of each prospect. You can also check-mark the box in front of the prospect(s), then click the Delete button.

How do I delete an entire list from CRM101?

Yes. Under the Filters tab, select the list that you would like to delete, then click on the trash can icon that appears when you hold your mouse pointer over the list, then click Yes in the Confirm Deletion dialog box.

Can I export/print an entire list from CRM101?

No. At this time you can only export/print individual Prospects from their details page. If you need the entire list, you would use the ‘download csv file’ export option on

Can I import my own prospects and customers into CRM101?

Yes. Simply click the ‘Import Prospects’ button, type a name for the list (Ex: Current Customers) in the Import List dialog box, browse to select the file you are importing and click Import.

In the Import Customers dialog box, match your column headings with CRM101 fields and click Save to complete the import. Note: If after a few minutes, the Import Customers dialog box has not appeared there may be an issue with the csv file you are trying to import. Leading and/or trailing spaces in a cell is a common problem. Don’t hesitate to call us at 1.877.448.0101 for assistance.

How do I edit a note?

Place your mouse over the note you want to edit, and click on the pen icon that appears. Edit the note and then click on the Save icon.

How do I delete a note?

Select the record, scroll down and click on the ‘x’ on the right side of the Note you want to delete. Click OK in the dialog box to confirm the deletion.

Can I import all the contacts from a company to the CRM101?

No, only the primary contact is imported. You will have to add the additional contacts manually by going to the company details and clicking ‘Add Contact’ underneath the Additional Contact Information section.

How do I show my tags on the map?

Simply select the check marked box next to ‘All’ in each Filter section to deselect everything. Then select the Tag(s) you want to show on the map and then click the Apply button. Note that the map marker itself can’t be changed from a Status to a Tag.

Does automatically update records in CRM101?

No. Updates to records on do not automatically carry over into CRM101. But we do alert you and allow you to pick the updates you wish to receive within CRM101.

How do I sort to only show a specific tag, list, status, etc…?

Click on the Filter drop-down tab located in the top left-hand side of the page, then select the desired item(s) you want to filter by then click Apply.

How do I add a follow-up task?

From a Prospect or Customer list, hover your mouse over the Contact Name and select ‘Add Follow Up’. In the Follow Up dialog box, check-mark the box in front of the add description field, enter an appropriate description, set the Reminder fields and click Save.

If the task is a call, email or appointment, select by clicking the desired one, check-mark the box in front of Make Call, Send Email or Set Appointment, add an appropriate description, set the Reminder fields and click Save.

You can accomplish the same if you are on a Prospect or Customer details page. The Follow Up section is on the right hand side if you have not reordered the panels.

All Follow up tasks can be viewed in My Calendar on the Follow up tab.

If I make changes in CRM101 using my PC when are those changes reflected in the Infofree mobile app?

When a change is made using your PC or mobile app, it is made to the database and it should be reflected almost immediately on other devices as well. If the information is not displayed correctly, refresh the mobile app or web page.

To refresh the page on the mobile app:

  • Go to ‘menu’ tab and select ‘prospect’ or ‘customer’ tab

To refresh the web page on PC:

  • Press ‘F5’ on keyboard or click on the ‘reload this page’ icon located on address bar

How does the address mapping work?

When importing from Infofree to CRM101: For records that are imported from Infofree, they already have longitude and latitudes or all records with a valid address. This piece of information is imported along with other consumer/business data and used for the mapping purposes.

When importing a personal list using csv or excel file to CRM: We have a system in place which validates the address and verifies with google to retrieve a longitude and latitude information corresponding to every record that the user manually imported to the CRM. As long as the address is valid and google maps can recognize it, we are able to retrieve the geolocation information.

Unfortunately, if the address is not structured properly when the user uploads the records, we are unable to verify it and retrieve the corresponding geolocation information from Google.

Infofree Mobile App

How do I view all details using the App on my Android device?

On an Android device there is no ’View All’ to select on the details tab. Select the pen icon located at top right hand side of the details tab and then all the other sections like household info and additional info can be accessed.

Why am I having an issue viewing my prospects/customers on the map in the App?

The network/wifi connection could very much effect the maps feature, which is the same for any other mobile application. If no records are seen on the map, you can do the following steps:

  • Check to see if wifi /cellular data is available
  • Go to setting and check if “location” service is selected ‘on’
  • Make sure the filter is set correctly. By default the map tries to locates records around you within a certain radius. So make sure to go to filters and put in the correct address info and radius for which you want to check out the available records. (known issue with street address field- do not use, 0 found)

Why doesn’t the mobile app show my leads in the sorted order I use on my PC?

Sort information is session dependent, meaning, whatever filters, selections are made on during a session either on the mobile or PC is stored only while the user is logged in. This includes but is not limited to ‘status’ , ‘list name’ , ‘tags’ . Once the user logs out or restarts the app, the sort information is lost. By default when a user opens the mobile app or pc (website), the list they see is arranged in alphabetical order using ‘contact name’.

Is there a limit on the number of characters for Notes or any fields?

Notes allow for a maximum of 1000 characters. If the note limit is met, the note box will display a warning. Additionally unless the user reduces the characters below the limit, they will not be able to save the note.