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Add Manual Lead

Updated over 2 weeks ago

The Add Manual Lead feature lets you add leads that aren't captured automatically. It's useful when you get leads through referrals, events, or your own research. This helps you keep all important contacts in one place, even if they come from outside the system.

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 lists.

Add Manual Lead from List

Manual leads are added to a specific list to associate them with a targeted campaign or segment. The list helps organize and track leads for outreach and reporting.

Step 1: Select the specific list from the side panel where you want to add the lead.

Step 2: Once the list is selected, click on the Actions button at the top-right corner and then select Add Manual Lead from the dropdown menu.

A form panel will appear on the right side of the screen with fields to enter lead details.


The table below explains each field shown in the Add Manual Lead form:

Ref No.

Field

Description

1.

LinkedIn URL

Enter the LinkedIn URL of the lead.

2.

First Name

Enter the lead's first name.

3.

Last Name

Enter the lead's last name.

4.

Email

Enter the lead's email address.

5.

Title

Enter the lead's job title, such as CEO, Manager, etc.

6.

Organization

Enter the name of the lead's organization or company.

7.

Industry

Enter the lead's industry (e.g., Technology, Healthcare).

8.

Country

Enter the lead's country of residence.

9.

State

Enter the lead's state or province.

10.

City

Enter the lead's city.

Step 3: Once you've entered the values in the fields, click on the Add Lead button to save the new lead to your selected list.

Step 4: After clicking Add Lead, you’ll see a flash message saying Lead Added Successfully.

Step 5: You will see your added manual lead in the selected list with the details you entered.

Add Manual Lead from Campaign

Add manual leads directly from a campaign to include contacts from referrals or offline sources. This method also lets you add the lead’s phone number to complete the contact details.

Step 1: Log in to your account and click on the Campaign icon from the left-hand sidebar.

You will be navigated to the Campaigns dashboard, here you can see all the created campaigns.

Step 2: Select the campaign from the created campaigns you want to launch.

Step 3: After selecting the campaign, click on the Contacts tab.

You will be navigated to the Contacts tab, where you can view all contact lists associated with the campaign.

Step 4: Click the Actions button, then select Add Manual Leads to add contacts to your campaign.

A right panel will appear for adding manual leads.

Step 5: Fill in the lead details (with phone number) in the form panel, then click the Add Lead button to save the lead to your campaign.

Step 6: After clicking Add Lead, You will see your added manual lead in the selected list with the details you entered.

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