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How to Manage Leads in the CRM

The Leads tab is your master database of every lead across campaigns, lists, and imports.

Understanding the leads table

Each row shows the lead's Name, Email, source Provider (email or LinkedIn), Company and job title, email Status (Queued, Delivered, Opened, Clicked, Bounced, or Replied), a qualification Badge you set, the source Campaign, engagement icons, and Phone.

Click a lead's name to open their full profile.

Filtering your leads

  1. Search by name or email.

  2. Narrow the table with the Campaign, List, and Status filters.

  3. For precise segments, use Advanced Filters to combine conditions (for example, opened more than twice but never replied).

Bulk actions

Select leads using the checkboxes to reveal bulk actions such as:

  • Create a Meeting, Task, or Deal for the selected leads

  • Export the selection to CSV

  • Move the selection into a list

Tips

  • Use badges for your own qualification, separate from the automatic email status.

  • Build a filter for leads who opened multiple times but never replied — that's a strong follow-up segment.

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