> ## Documentation Index
> Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Find Contacts and Find Clients

> Go from employers or brokers in search straight to their decision-makers or their clients.

Found the employers you want? Select them and click **Find Contacts**. Contact search opens with just those employers, so you don't retype a single name. On Broker search, **Find Clients** does the same for a broker's book of business.

<video controls src="https://21206862.fs1.hubspotusercontent-na1.net/hubfs/21206862/find-contacts-and-find-clients-tour.mp4" />

How to find contacts at a broker's clients

## Find contacts at a set of employers

**1. Select employers**

In Employer search, check the employers you want. To take every result, check the box at the top of the list.

**2. Click More Actions, then Find Contacts**

Use **More Actions** in the bar at the bottom of the page. For one employer, use **More Actions** on its row.

**3. Narrow it down**

Employer Contacts opens with only those employers in the **Company Name** filter. Add Job Title, Role, or any other filter to get to the right decision-makers.

![Employer search with all results selected and the More Actions menu showing Find Contacts and Add to List](https://mintcdn.com/benefitflow/jsQkjv1W9i6dRPg-/images/find-contacts-employer-menu.png?fit=max\&auto=format\&n=jsQkjv1W9i6dRPg-\&q=85\&s=3a7bf823b56636e0ab29c9b898a4b807)

## Find a broker's clients, then their contacts

**1. Select brokers**

In Broker search, check one or more brokers.

**2. Click More Actions, then Find Clients**

Employer search opens with the employers whose primary broker is one of the brokers you picked. You'll see those brokers in the **Benefits Broker** filter.

**3. Select all, then Find Contacts**

You now have the decision-makers across that broker's whole book.

On Broker search, **Find Contacts** opens Broker Contacts for the brokers you picked.

## Good to know

* Selecting all works for up to 10,000 employers or brokers. Over that, the option is grayed out with "Works on up to 10,000 companies. Narrow your selection." Add a filter and try again.
* The filter Find Contacts or Find Clients sets works like any other. Remove it, or stack more filters on top.
* Your browser's Back button takes you to your original results.

## Related

> [card] [Lists](https://docs.benefitflow.com/knowledge-base/lists.md)

> [card] [Push to CRM from Anywhere](https://docs.benefitflow.com/knowledge-base/push-to-crm-from-anywhere.md)

> [card] [Filter Glossary](https://docs.benefitflow.com/knowledge-base/filtering-guide.md)


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