Lists & Leads

Know all about lists & leads before launching a sequence

Sushant Shekhar avatar
Written by Sushant Shekhar
Updated over a week ago

Hi there!πŸ‘‹

Before you can launch a sequence, you will need to create a list of leads πŸ™Ž(unless you are using a CRM Integration).

But don't worry, we will cover everything there is about leads & lists on this page.

Let's get started by learning to create a new list of leads.

Creating a List of Leads πŸ™Ž

1. Uploading a CSV file of Leads

  1. Head over to Lists section in Outreach.

  2. And hit "New List".

3. Download ⬇️ the sample CSV file and populate it with your leads.
Columns can and should be customized to represent the data of your leads.
Rows contain the lead info like name, email, company etc.

4. Upload the CSV file and hit next.

Let's move on to map the data of leads next.

2. Map columns to lead data & remove duplicates πŸ‘₯

You can now see the columns, data preview and SalesBlink Variable.

Once you have your lead columns mapped with SalesBlink Variables, you will be able to use them to personalize your cold emails.

It's super easy,

  1. Map the columns to SalesBlink Variables.
    Not finding the right variable?
    ​Just type to create a new one.

  2. Mark as "Skip Column" if a column is not required.

  3. Remove leads with duplicate emails using the checkbox from this list, all your lists or even team member's lists.

Once done, let's make sure the emails are correct to reduce the bounces.

3. (Optional) Verify emails of your leads βœ…

You can skip this step if you have verified your leads using another service.

If not,

Just hit the checkbox & SalesBlink will verify the email addresses for you.

You can also choose to Archive Risky & Invalid emails directly.

Not sure what this means? Check our guide for email verification statuses here.

4. Give it a name

Give your list a name so that you can identify it later while launching sequences. πŸš€

And that's all!

Add leads to an existing list

Once your list of leads is live with a sequence, you would need to add more leads to the same list.

This is great since your running sequence will detect new leads and schedule emails for them.

Here's how you can achieve this,

  1. Navigate to Lists and click on your list to open it.

  2. Hit the "Add Leads" button on top right.

3. You can proceed to upload your CSV file, map the fields and add leads to the existing list.

Your running sequences will detect the new leads and schedule cold emails for them.

Managing Lists

Organizing Lists

There are a couple of tools that you can use to organize your lists.

Star

Simply star your lists by clicking on the un-filled star icon or remove by clicking on the filled star.

View your starred lists by selecting "Starred" from the options on the left.

Folders

You can create folders & save your lists in that folder.

Creating a folder

  1. Click on the "Folders" dropdown on the left pane & click on "New".

2. Give your folder a name & click on "Create Folder".

Adding Lists to a Folder πŸ“

  1. Check the lists you wish to add to folder.

  2. From the multiple checked actions button on the top, hit "Add to Folder".

  3. Select the folder in which you would like to move the lists to and click "Move to Folder"

4. And your lists are now organized in the folder!

Owned By

Owners & Admins πŸ‘€ can access lists of other team members by simply selecting the email address of team member from the options on the left.

Download leads of the list

Simply hit the download icon on top right.

It will download the leads in the current view.

Archive πŸ“

Done with the list?

Simply archive it from the Actions menu.

Archived lists can be found by hitting "Archived" from the options on left.

Once a list is archived, no emails will be sent to the leads in the list even if it is connected to a running list.


Leads πŸ™Ž

Lists contain leads, also knows as contacts or prospects or recipients.

It's all the same but at SalesBlink, we prefer calling them leads.

Check lead activity & edit details

Click on the Actions menu in the row of any lead, and hit "Activities".

You will be greeted with a page with two sections,

Edit your lead details from the left site or check all the ongoing activities for the lead on the right side.

Managing Leads

Star 🌟

Simply star your leads by clicking on the un-filled star icon or remove by clicking on the filled star.

View your starred leads by selecting "Starred" from the options on left.

Archive

Wish to get rid of a dead lead?πŸ‘€

Simply archive it from the Actions menu.

Archived leads can be found by hitting "Archived" from the options on left.

Once a lead is archived, no emails will be sent to the lead and all scheduled emails will be cancelled.

Hope you found this help doc useful! πŸ˜€

FAQs

How can I edit name of a list?

  • You can edit the name of a list by clicking on the pencil icon when the list is open.

Can I add lead without uploading CSV?

  • It is currently not possible to add a single lead without uploading a CSV.

Why is CSV file putting all columns in one column?

  • We support CSV format with comma delimiters only. If you are using any other delimiters then the data will not be uploaded correctly.

How to delete a list forever?

  • Currently you can archive the lists when you don't need it anymore. There is no option to delete lists.

How to delete a lead or contact in list forever?

  • Currently you can archive the leads in your list when you don't need it anymore. There is no option to delete leads or contacts from a list. Once archived, no emails are sent to the lead.

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