The CRM --> Lists/Campaigns section is designed to give you a consolidated view of all your campaign leads and the flexibility to move them between lists and campaigns seamlessly.
You can watch the video about the Leads/Lists feature by clicking the link here.
Lists
Leads that are in lists do not count towards the Uploaded leads limit.
Lists contain leads that are not currently part of any campaigns.
You have the freedom to create as many lists as you want. 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.
Leads can be uploaded to lists from SuperSearch, CSV, Manually, or via Google Sheets.
How to upload leads to a list in CRM
To upload leads to a list in the Leads section of the CRM, please follow these steps:
Use the 'Create new list' button to create a new list.
Then Actions --> Add leads.
Choose how you want to import the leads.
Map the variables and upload them the same way you would upload leads to a campaign.
Once uploaded, you can move leads to a campaign, rename the list, download, or delete the list.
How to manage leads in the list
1. Actions: Add, filter, or export leads in the list.
Add leads to the list
Export leads to Salesforce, HubSpot, Apollo, Lemlist, Smartlead, or Pipedrive (you need to add the app's API key in the Integrations section).
Filter leads by lead statuses, lead owner, and conditions
Delete the list along with its associated leads
Edit the list name and the list owner
2. Select leads: Tick the box to select leads.
Select first x results: Download, assign, delete, and move leads
Select all results: To prevent leads from being mistakenly deleted, the delete option has been intentionally removed when you select all results.
3. Move leads: Select leads in the list to move them directly to your campaign or another list. Please note that only leads with a work email will be moved to the campaign.
Copy Leads: Enable the option to keep the original leads in the source lists.
Check for duplicates across All campaigns: Check the options to prevent uploading leads that already exist in another campaign. Uncheck the options if you wish to allow duplicate leads in different campaigns.
4. Row actions: You can also bulk manage selected leads.
Download selected leads
Send a one-off email to a lead
Assign leads to team members
Download selected leads
Campaigns
When you access the campaigns section, you'll see the leads and stats for all your campaigns in a consolidated view.
1. Click the 'Actions' option in the top right corner
Add leads to the campaign
Filter leads by lead statuses, lead owner, and conditions
2. You can search for leads by email address across all campaigns. If you want to view stats for a specific campaign, select it from the dropdown.
3. You can swiftly move leads from one campaign to another, to a subsequence, or to a list.
Note: Moving leads from a campaign to a list immediately deletes them from the campaign, but you can enable the 'Copy Leads' option to keep the original leads in the source lists.
4. Just like in the lists section, you can edit all the variables for leads in campaigns.
Send One-off emails to your leads
You can send one-off emails to a lead in the Leads section of the CRM.
Select the leads that you want to send an email to.
Click on the Row Actions --> Send Email button.
Select the sending account and craft the email copy.
Once ready, click on "Send".
This feature is available for Hyper Growth plans or higher. It's not recommended to bulk send one-off emails, as all recipients' email addresses will be visible in the 'TO' field. To send emails to multiple leads in bulk, please create a campaign.
