Marketing → Leads

• How to create a list
• How to rename a list
• How to create a lead
• How to inspect a list
• How to inspect a lead
• How to delete a list
• How to delete a lead
• How to switch between lists
• How to export a list
• How to import leads from a file

How to create a list

1. Go to Marketing →Leads

   

2. Click on New List

   

3. Give the new list a name and click submit

   

How to rename a list

1. Go to Marketing →Leads

   

2. Click on the list name and select the text

   

3. Type a new name for the list and click away to save it

   

How to create a lead

1. Go to Marketing →Leads

   

2. Select a list and click on the … menu, click on the New Lead option

   

3. Give the new Lead a name, an email address and a phone number. To save the lead click submit

   

How to inspect a list

1. Go to Marketing →Leads

   

2. Select a list and click on the magnifying glass icon

   

3. All leads that belong to this list will be displayed

   

How to inspect a lead

1. Go to Marketing →Leads

   

2. Select a list and hover over a bubble to see the most recent lead

   

3. Click the bubble to open a popup with a summary of this lead information and some quick actions

   

4. Another way to inspect a lead is to select a list and click on the magnifying glass icon

   

5. Then search a lead by using the search bar, the columns will have all information regarding such leads.

   

6. Lead metadata is available when clicking the … menu under View Metadata

   

7. A popup will appear with such metadata

   

How to delete a list

1. Go to Marketing →Leads

   

2. Select a list and click on the … menu, select the remove option

   

3. A popup will appear, confirm the message to delete the list

   

How to delete a lead

1. Go to Marketing →Leads

   

2. Select a list and hover over a bubble to see the most recent lead

   

3. Click the bubble to open a popup with a summary of this lead information and some quick actions

   

4. Click the Delete button to delete the lead

5. Alternatively, inspect the list by clicking the magnifying glass icon

   

6. Search for a lead using the search bar

   

7. Select the lead and click on the … menu, then select the remove option

   

8. A popup will appear, confirm the message to delete the lead

   

How to switch between lists

1. Go to Marketing →Leads

   

2. Select a list and click on the magnifying glass icon

   

3. Switch to another list by clicking the list name on the top

   

How to export a list

1. Go to Marketing → Leads

   

2. Select a list and click on the magnifying glass icon

   

3. Click on any of the export button on the top right corner

   

4. Copy will load the list content to the clipboard

5. CSV will trigger a CSV file download with the list content

   

6. PDF will trigger a PDF file download with the list content

   

7. Pint will open the default window to print the list content

   

How to import leads from a file

1. Go to Marketing →Leads

   

2. Select a list, click the … menu and select Upload CSV

   

3. Now click on Search CSV

   

4. A File dialog will appear, select the file and click open

   

5. A visual representation of the file will be displayed

   

6. On the left, match the file’s columns with the database columns, leave blank columns that don’t match. Click save.

   

7. Click save and a popup will appear, confirm the message to continue