In this guide, we will look at how you can:
Find your leads
Create a Lead Bookmark
Export your leads
Finding Leads
You can find all the leads in your Saleswhale database in the Leads page:
This includes:
Imported leads (via CSV, Salesforce integration or through the API)
New leads captured and created by your AI Assistant
Single leads created from within the platform
In the Leads page, you can search a name or email address to locate an individual lead, or use the filters to locate a segment of leads.
Available lead filters include:
Search: search for a name or email address
First Name: filter by lead’s first name
Last Name: filter by lead’s second name
Email: filter by lead’s email address
Lead Owner: filter by selecting one or multiple lead owner(s)
Import Date: filter by a date range or time period which your leads were imported
Marked As Do Not Contact: filter by the Do Not Contact status of your leads
Follow Up Date: filter by a suitable follow-up date identified by your AI Assistant
Has Conversation: filter by leads with or without a conversation with your AI Assistant
Import Batch: filter by the import source of your leads, such as CSV or referral (captured lead)
Last Interacted Date: filter by a date range or time period which your leads last had activity in their email conversation with your AI Assistant, such as an email sent or received
Import Source: filter by a custom attribute (created in Customize Assistant)
You can also apply Conversation Filter(s) to locate leads based on their conversations' data.
Creating a Lead Segment
You can save your applied filters as a Lead segment. To save a segment, apply your set of filters and click on the "Save segment" button.
Choose a name of your segment and confirm by clicking on the “Save” button.
Loading a Lead Segments
Click on the “Load segment” button and select one of your existing segments from the dropdown list.
Deleting a Lead Segment
Click on the trash bin icon next to the segment name inside of the dropdown.
Exporting Leads
You can export a segment of leads (and their information) in a CSV file.
After applying your filters, click the checkbox and select "All".
"More Actions" will now appear. Click on it, and select "Export Leads" from the drop-down. You will receive an email with a link to download the CSV file.
Note: If you wish to export all your leads, click on "Actions" at the top right of the page, and select "Export Leads" from the drop-down menu. This will export every single lead in your database.
