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πŸ‘₯ Leads

Find out how to track and manage your leads effectively.

Updated over 8 months ago

On the Leads page you'll have access to view all contacts found by your AI Agents.

Filtered Views

Click the different views to quickly filter out contacts by their type of activity.

Contact Search

The search bar allows you to find contacts within your selected view.

Can't find a contact? Try searching on the "ALL" view.

Engagement Details

Clicking on the drop-down arrow will provide more information about how that prospect engaged with your emails and content.

.CSV Export

To export the contacts within a specific view, simply press the "Export" button at the top right hand side of the page.

Transfer To CRM

To manually sync contacts, check the box on the left of each contacts and then press the sync to CRM button at the top right of the page.

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