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 Lead
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. | 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.
