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View and Manage Your Leads
View and Manage Your Leads

This guide will help you navigate the features and filters available on our leads page, allowing efficient lead management.

Jessika Varela avatar
Written by Jessika Varela
Updated over a week ago

On your leads page, you can effectively manage and organize all the leads targeted by MeetAlfred in your active campaigns. You can filter leads based on various criteria, apply bulk actions, and export data.
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To get started, log into your MeetAlfred account, and navigate to 'CRM' > Leads'.


Filtering Leads

Our Advanced CRM will provide you with the ability to use different types of filters, including:

  • Name: Search leads by name

  • Company: Filter leads by the company they work for

  • Position: Find leads based on their job titles or positions

  • Location: Filter leads by geographic location or region

  • Campaign Tags: Organize leads based on associated campaign tags

  • Excluded or Connected: Sort leads based on inclusion or exclusion from your campaigns
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Bulk Selection

You can select multiple leads at once using the bulk selection feature, which allows you to perform actions on all of them simultaneously.

  • Add Tags in Bulk - Categorize and organize multiple leads by applying tags in bulk

  • Exclude in Bulk - Exclude multiple leads from your campaigns in one go

  • Export Data - Export data of selected leads in bulk for reports or external analysis. You can also export all data by clicking on the "Export All" button.
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If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊

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