[New] Manager

Manage your leads directly from FindThatLead CRM

Gerard Compte. avatar
Written by Gerard Compte.
Updated over a week ago

Manage and handle relationships with your potential customers without leaving FindThatLead with Manager, our internal CRM.

Organize and keep your leads sorted.

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 through:

  • Lead category

  • Date

  • Name

  • Tool where found

Manager, like Prospector, has an advanced filtering option with the following parameters:

  • Blacklisted

  • If lead has phone

  • If lead is or not on campaign

  • Type of email

  • Status of email

  • Email 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 color to filter and tag your leads more easily.

Lead information

Each individual 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 your team members.

You and your team members can comment on the lead and indicate whether or not the lead is a quality lead.

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