Effective lead management is essential for maximizing your outreach and ensuring you focus on the most promising prospects. This guide will help you streamline your lead management process by providing tools to organize, track, and prioritize leads efficiently.

By implementing strategies to add leads to campaigns, filter, sort, and delete leads, you can improve your engagement, optimize resources, and ultimately enhance your business performance.

In this documentation, we will explore the steps to:

Navigation
View Leads
Filter Leads
Sort Leads
Delete Leads

Let’s get started🚀

Navigation

Step 1: Log in to your account and click on the contacts icon on the left side of the interface.

Step 2: You will navigate to the list dashboard, where you will see the created lead lists.

View Leads

Viewing lead details allows you to access key information such as name, email, phone number, job title, and organization. The table below explains each field displayed, helping you understand the data available for each lead.

Step 1: Click on Lists in the left panel to view the underlying leads of the selected list on the right side, showing details like names, emails, and verification status.

The table below explains the fields displayed for each lead:

Ref.	Field	Description
1.	#	Shows the unique ID number assigned to each lead.
2.	First Name	Displays the first name of the lead.
3.	Last Name	Displays the last name of the lead.
4.	Title	Shows the job title of the lead (e.g., General Manager, Owner).
5.	Company	Displays the company or organization the lead works for.
6.	Location	Shows the geographic location (City, State, Country).
7.	Email	Displays the lead’s email address.
8.	Industry	Provides the industry type of the lead’s organization (e.g., Automotive).
9.	Profile	Provides a LinkedIn profile link to view the lead’s professional profile.
Ref.	Field	Description
1.	#	Shows the unique ID number assigned to each lead.

Filter Leads

You will use the filter options in the search bar to quickly find and organize leads. Filters allow you to search by specific criteria like name, email, location, or industry, making it easier to access the leads you need.

Ref.	Filter Option	Description
1.	All	Displays all leads without applying any filter.
2.	Leads	Shows only leads.
3.	Sent	Displays leads to whom emails have been sent.
4.	Opened	Shows leads who opened your emails.
5.	Clicks	Shows leads who clicked links in your emails.
6.	Page Views	Displays leads who viewed your tracked pages.
7.	Replies	Shows leads who replied to your emails.
8.	Video Views	Displays leads who viewed your videos.
9.	Website Clicks	Shows leads who clicked through to your website.
10.	Conversations	Displays leads who engaged in conversations.
11.	Meetings	Shows leads with meetings booked.
12.	Unsubscribe	Displays leads who unsubscribed from your communication.
13.	Bounced	Shows leads whose emails bounced.
14.	Email Blocklist	Displays leads whose email addresses are blocklisted.
15.	Domain Blocklist	Shows leads associated with domains that are blocklisted.

Sort Lead

Sorting leads helps you organize them based on their addition date. You can choose to view leads starting from the oldest or the newest, making it easier to manage and track them.

Ref.	Sort	Description
1.	Oldest First	Sorts the leads by the oldest first, showing the earliest added leads at the top.
2.	Newest First	Sorts the leads by the newest first, showing the most recently added leads at the top.

Export Lead

The Export feature enables you to download or save lead data from the dashboard for external use, reporting, or record-keeping purposes.

Step 1: Click on the checkbox next to the lead(s) you want to export.

Step 2: Click on the Export dropdown at the top of the dashboard and choose one of the following:

Ref.	Option	Description
1.	CSV	Downloads the selected leads in CSV format for external use.
2.	View Export History	Opens a log of all previous exports for tracking and reference.

Add to Blocklist

The Add to Block List feature allows you to restrict specific leads from further communication. You can block individual email addresses or entire domains to ensure no outreach is sent to them in the future.

Step 1: Click on the checkbox next to the lead(s) you want to export.

Step 2: Click on the Add to Blocklist dropdown at the top of the dashboard and choose one of the following:

Ref.	Option	Description
1.	Add to Email Blocklist	Blocks a specific lead’s email address to stop any further communication.
2.	Add to Domain Blocklist	Blocks the entire domain of the lead’s email address.

Transfer Leads

The Transfer to option allows you to move selected leads directly into connected CRM platforms for streamlined management and tracking.

To learn more, refer to the Transfer Leads to Connected Apps documentation.