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CRM Leads + Lists

A complete guide to CRM lead management

The CRM → Lists/Campaigns section gives you a centralized view of all your leads with powerful features to organize, filter, and move them between lists and campaigns.

Filtering Leads

You can filter leads by variable, lead status, lead owner, lead ESP, or advanced conditions in the CRM.

  • Open a list or campaign in the CRM

  • Click the 'Filters' button

  • Choose your filter type

  • To filter leads by variables, select 'Data fields'.


CRM Lists

From the CRM Lists section, you can store leads not currently in campaigns. Leads in lists don't count toward your "Uploaded leads" limit.

You can create as many lists as you want(available to any CRM plan, Hyper Growth or above outreach plans). There's no cap on the number of leads you can import into these lists, but the file size limit that you can upload in one go is 20MB.

Actions

  • Add leads: Import leads into the current list.

  • Export: Export SuperSearch leads to HubSpot, Apollo, or Lemlist.

  • View history: View credits usage, enrichment history, and timestamps

  • Delete list: Permanently delete the list and all its leads

  • Edit list: Change list name or list owner

Selecting & Managing Leads

Selection Options

  • Select individual leads: Tick the checkbox next to each lead

  • Select first X results:

    • Select a specific number of leads

    • Available actions: Download, assign, delete, move

  • Select all results:

    • Select all leads in the list

    • Available actions: Download, assign, move

    • Note: Delete action is disabled to prevent accidental bulk deletion

Row Actions (for selected leads):

  • Run enrichment for all selected leads

  • Download selected leads as CSV

  • Assign leads to team members

Moving Leads Between Lists/Campaigns

  • Select the leads you want to move

  • Click 'Move' in the top-right

  • Choose destination (campaign or list)

  • Only leads with work email addresses can be moved to campaigns.

  • Verify you have sufficient uploaded contact limits in your workspace when moving leads to a campaign


CRM Campaigns

From the CRM campaigns section, you can view and manage leads in campaigns. Leads in campaigns count toward your "Uploaded leads" limit.

Actions

  • Add leads: Import leads directly to the campaign

  • Filter: Filter leads by lead statuses, Variables, lead ESP, lead owner, and conditions

Selecting & Managing Campaign Leads

Selection Options

  • Select individual leads: Tick the checkbox next to each lead

  • Select first X results:

    • Select a specific number of leads

    • Available actions: Download, assign, delete, move

  • Select all results:

    • Select all leads in the list

    • Available actions: Download, assign, move

    • Note: Delete action is disabled to prevent accidental bulk deletion

Row Actions (for selected leads):

  • Run enrichment

  • Download selected leads

  • Assign leads to team members

Moving Leads from Campaigns

You can move campaign leads to another campaign, a subsequence, or a list.

  • Select the leads you want to move

  • Click 'Move' in the top-right

  • Choose destination (campaign, subsequence, or list).

  • Configure move settings: Copy leads, Reset leads interest status.

  • Verify you have sufficient uploaded contact limits in your workspace when moving leads to a campaign.


Sending One-Off Emails to Leads

Send individual emails directly from the CRM without creating a campaign.

  • ​Open a list or a campaign in the CRM

  • Select the lead(s) you want to email

  • Click on the Row Actions --> Send Email button.

  • Select your sending account

  • Compose your email

  • Once ready, click "Send".

This feature is available for Hyper Growth plans or higher. It's not recommended to use this feature for bulk emailing, as all recipients' email addresses will be visible in the 'TO' field. For bulk outreach, please always create a campaign.

Best used for: Personal follow-ups or one-on-one communication

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