[New] Manager
Manage and manage relationships with your potential customers without leaving FindThatLead with Manager, our internal CRM.
The leads you generate through FindThatLead tools and those you upload through "Uploads" are automatically redirected to "Manager".
From Manager, you have a filtering system available to search and segment your leads by:
Lead category
Date
Name
Tool where it was found
Manager, like Prospector, has an advanced filtering option with the following parameters:
-Blacklisted
-Phone availability
-Whether the lead is in a campaign
-Email type
-Email status
-Campaign status
All filtered manager leads will appear in the list along with their corresponding information.
You can import and export leads directly from Manager.
If you have a CSV list, you can upload it to FindThatLead and import it into our CRM.
You can also use tools like Hubspot and Scrab.in to import and export leads directly from Manager.
Create categories and choose a colour to filter and tag your leads more easily.
Each lead will be displayed with all their individual and company information.
Manager shows which campaigns the lead is in and the status of each campaign, this information is shared with all members of your team.
You and your team members can comment on the lead and indicate whether the lead is a quality lead.
Organize and keep your leads organized.
The leads you generate through FindThatLead tools and those you upload through "Uploads" are automatically redirected to "Manager".
From Manager, you have a filtering system available to search and segment your leads by:
Lead category
Date
Name
Tool where it was found
Manager, like Prospector, has an advanced filtering option with the following parameters:
-Blacklisted
-Phone availability
-Whether the lead is in a campaign
-Email type
-Email status
-Campaign status
Import and export leads from Manager
All filtered manager leads will appear in the list along with their corresponding information.
You can import and export leads directly from Manager.
If you have a CSV list, you can upload it to FindThatLead and import it into our CRM.
You can also use tools like Hubspot and Scrab.in to import and export leads directly from Manager.
Add categories to your leads
Create categories and choose a colour to filter and tag your leads more easily.
Lead information
Each lead will be displayed with all their individual and company information.
Manager shows which campaigns the lead is in and the status of each campaign, this information is shared with all members of your team.
You and your team members can comment on the lead and indicate whether the lead is a quality lead.
Updated on: 14/12/2023
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