The CRM → Leads 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
Go to CRM -> Leads section
Click the Filters button
Choose your filter type: Campaigns, List, AI Sales Agent, Lead Status, Lead Owner, or Advanced filters(Email Opened/Link clicked/Reply received)
To clear applied filters, select 'All' from the dropdown
Once you filter leads by a list or campaign, you can manage leads within that specific list or campaign using the Row Actions button:
Run enrichment for selected leads
Assign selected leads to team members
Manage Column
You can click the column to:
Add filter: Filter leads by this column/variable
Add sort: Sort data in Ascending (A→Z) or Descending (Z→A)
Reset column width
Create Lead
Go to CRM -> Leads section
Click the Create Lead button
Fill in the Email field (required)
Add Name and Company (optional)
Select an existing list or create a new one
Click 'Create'
You can filter by target list to check the new leads you've created.
Import leads
Go to CRM -> Leads section
Click the Import button
Select an existing list or create a new one. To import leads directly to the campaign, filter by the target campaign first here
Click 'Continue'
Choose your preferred upload method:
CSV: Import leads from CSV files
SuperSearch: Find and add leads using Instantly's lead database
Enter emails manually: Type or paste email addresses directly
Google Sheet: Import leads from Google Sheets
HubSpot: Sync leads from HubSpot
Pipedrive: Sync leads from Pipedrive
You can filter by target list to check the new leads you've imported.
Manage Lists
Go to CRM -> Leads section
Click the Filters button
Select the dropdown under List -> Manage lists
Edit the list name or delete the list
