The lead’s contact section in the Lead View, shows all the contacts saved under your lead (employees of the same company, relatives, etc…). It’s a good component for filtering based on contact info. The lead’s contacts are email, phone number, and URL.
You can mark a contact as “do not contact“. They will stop receiving your bulk sequences. You can still send them emails / texts from the lead view.
Relocate the contact in the lead’s contacts if you have multiple ones. Drag it to the top. The first one in order will be considered the primary contact.
Incorrect email address or phone number
It is important that the lead contact are correct so your outbound emails and texts reach your leads successfully.
Moreover, if you’re intending to use the phone number for texting, save the mobile number as the primary number (first number in the contact). Otherwise, your text will not reach the lead.
However, you will be notified that your outbound was not sent due to the incorrect email address or phone number.
Using the contact info for leads search
Just type the contact info on the top navigation bar, and aNinja will search all your CRM to find the lead(s) related to your search.
The results will show in the Leads View. For future use, go ahead and save the results as Smartlist. You can share your Smartlist with other users too.
Now, you can perform the below activities on the results in the Leads View:
- Power dialing
- Bulk email sequences
- Bulk text sequences
- Create a Trigger using the Smartlist in the trigger condition.
- Export Results as CSV