Leads

Lead Information

Each lead contains the following information:

Lead Statuses

Manual Entry

1. Go to Contacts in the sidebar.
2. Click "Add Contact".
3. Enter email address (required) and other details.
4. Add tags for organization.
5. Fill in any custom fields.
6. Click "Save".

CSV Import

1. Click "Import" in the contacts page.
2. Upload your CSV file (max 10,000 rows).
3. Map CSV columns to lead fields.
4. Preview the data before importing.
5. Choose how to handle duplicates.
6. Click "Import" to process.

Note: Large imports (>50 leads) are processed in the background. You'll be notified when complete.

CSV Format Requirements

• First row must be column headers
• Email column is required
• UTF-8 encoding recommended
• Comma-separated values
• Quotes around values with commas

email,firstName,lastName,company,phone
john@example.com,John,Doe,Acme Inc,555-1234
jane@example.com,Jane,Smith,Tech Corp,555-5678

Tags

Use tags to categorize and filter leads:

• Add multiple tags per lead
• Filter contacts by tag
• Use tags to target campaigns
• Bulk add/remove tags

Examples: "decision-maker", "enterprise", "webinar-attendee", "trial-user"

Custom Fields

Create custom fields to store additional data:

Advanced Filtering

Find specific leads using powerful filters:

• Text search: Search email, name, company
• Status: Filter by lead status
• Score range: Min/max score values
• Date range: Created or last contacted
• Tags: Has specific tags
• Custom fields: Filter by any custom field
• Source: Where leads came from

Scoring Rules

Create rules that automatically adjust lead scores:

Scoring Tiers

Leads are categorized into tiers based on their score (0-100):

• Cold (0-25): Low engagement, needs nurturing
• Warm (26-50): Some interest shown
• Hot (51-75): High engagement, priority follow-up
• Champion (76-100): Ready to convert

Creating Scoring Rules

1. Go to Settings → Lead Scoring.
2. Click "Add Rule".
3. Choose rule type (Attribute, Activity, Engagement).
4. Define the condition (field, operator, value).
5. Set points to award when condition is met.
6. Optionally set a max points cap.
7. Save and enable the rule.

Recipient Status Tracking

When leads are added to campaigns, their delivery status is tracked through these stages:

Activity Timeline

View the complete history of interactions with each lead:

• Email sends and deliveries
• Opens with timestamps
• Link clicks with URLs
• Replies received
• Score changes with reasons

Available Bulk Actions

• Update Status: Change status for multiple leads.
• Add Tags: Apply tags to selected leads.
• Remove Tags: Remove tags from selected leads.
• Export: Download selected leads as CSV.
• Delete: Permanently remove selected leads.

Selecting Leads

• Click checkboxes to select individual leads
• Use header checkbox to select all on page
• "Select All" option to select across all pages
• Selection persists while applying filters

Exporting Leads

1. Apply filters to select the leads you want to export.
2. Select leads manually or use "Select All".
3. Click "Export" from the actions menu.
4. CSV file downloads with all lead data.

Export Includes

• All standard fields (email, name, company, etc.)
• All custom fields
• Tags (comma-separated)
• Status and score
• Source and created date
• Last contacted timestamp

Data Quality

• Verify email addresses before importing.
• Remove duplicates in your CSV before upload.
• Use consistent formatting for names and companies.
• Keep contact information up to date.
• Archive old leads instead of deleting (preserves history).

Organization Tips

• Use meaningful, consistent tag names.
• Create custom fields for data you filter by often.
• Update lead status as deals progress.
• Track source to measure acquisition channels.