The Leads screen holds every lead and company across your organisation. You can filter it down to exactly who you want, then start a campaign from that selection.
Filter your leads
- Go to Leads.
- Use the filters to narrow the list, such as by campaign, source, or status, or by whether a lead has an email, phone, or LinkedIn. You can also exclude do-not-call leads.
- Switch between the Companies and Leads tabs to view results by company or by person.
Launch a campaign from your filter
Once your list looks right, select Create campaign from filter. The campaign builder opens with those leads as the audience, so you can add a sequence and launch.
Export instead
You can also export your filtered leads to CSV from the Leads screen if you need them outside Leadey.