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 efficiently organize, track, and prioritize leads.
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:
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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.
Viewing 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. | Profile Photo | Displays the lead's photo if available. |
2. | Linkedln | Provides the lead’s LinkedIn profile link. |
3. | Name | Displays the name of the lead. |
4. | Display the email address of the lead. | |
5. | Email Status | Shows the verification status of the lead’s email. |
6. | Phone | Displays the phone number of the lead. |
7. | Title | Displays the lead's job title. |
8. | Organization | Shows the company or organization the lead works for. |
9. | Industry | Provide the industry type link of the lead’s organization. |
10. | Location | Shows the geographic location of the lead. |
11. | HubSpot Status | Shows the lead's status in HubSpot. |
Add Lead to Campaign
The ability to add leads to campaigns helps streamline your outreach efforts by organizing your prospects into specific, targeted groups. This ensures that each lead is associated with the right campaign for effective tracking and management, allowing you to engage with them in a structured and purposeful manner.
For more steps and further information, please refer to the Add Lead to Campaign documentation.
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 | Description |
1. | Name | If you select the Name filter, you can enter the lead’s name in the search bar to find leads with matching or similar names. |
2. | If you select the Email filter, you can type the lead’s email address in the search bar to find leads by their email. | |
3. | Title | With the Title filter, you can search for leads based on their job title by entering the title (e.g., CEO, Manager). |
4. | Location | By selecting the Location filter, you can search for leads based on their geographic location, such as city or region. |
4. | Organization | By selecting the Organization filter, you can search for leads by entering the company or organization they belong to. |
5. | Industry | By selecting the Industry filter, you can search for leads based on the industry type (e.g., Technology, Healthcare) by typing the industry in the search |
You can also filter leads based on their email verification status. This allows you to quickly organize your leads depending on whether their email is deliverable, risky, invalid, or unverified. By selecting a specific status, you can focus on the most relevant leads and take appropriate action.
Ref. | Filter | Description |
1. | All | Displays all leads regardless of their email verification status. |
2. | Deliverable | Shows leads with deliverable email status. |
3. | Risky | Shows leads with risky email status. |
4. | Unknown | Shows leads with unknown email verification status. |
5. | Invalid | Shows leads with invalid email status. |
6. | Pending | Shows leads with pending email verification status. |
7. | Unverified | Shows leads with unverified email status. |
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. |
Delete Lead
Deleting leads helps keep your lead database focused and up-to-date. By removing irrelevant or outdated leads, you can improve the efficiency of your outreach and maintain accurate data.
Step 1: Click the checkbox next to the lead's name which you want to delete.
Step 2: Click on the action button in the top-right corner of the interface and select delete from the drop-down.
Step 3: A modal window will appear asking if you're sure you want to delete the lead. Click Delete to confirm and remove the lead.
After clicking Delete, a message will appear confirming that the lead has been deleted successfully.
