In this guide, we will look at how you can:
Find your leads
Create a Lead Bookmark
Export your leads
You can find all the leads in your Saleswhale database in the Leads page:
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
Import Source: filter by the import source of your leads, such as CSV or referral (captured lead)
Follow Up At: filter by a suitable follow-up date identified by your AI Assistant
Owner: filter by a specific lead owner, or "No Owner"
Imported At: filter by a date range or time period which your leads were imported
Last Interacted At: 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
Do Not Contact: filter by the Do Not Contact status of your leads
Without Conversations: filter by leads with or without a conversation with your AI Assistant
Attribute: filter by a custom attribute (created in Customise Assistant)
You can also apply Conversation Filter(s) to locate leads based on their conversations' data.
Creating a Lead Bookmark
You can save your applied filters as a Lead bookmark. To save a Lead bookmark, apply your set of filters and click on "Save New".
You will be prompted to choose a name for your bookmark. When you click on a bookmark under Select Bookmark, the saved set of filters will be automatically applied.
To delete a bookmark, click on the bin icon next to its name.
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.