Add Leads Via Blind Carbon Copy (BCC) in aNinja

Add Leads Via Blind Carbon Copy (BCC) in aNinja:

aNinja allows you to create new leads when sending out an email. All you have to do is add in the BCC field, your dedicated private aNinja BCC email address.

What is BCC anyhow?

Adding Leads Via BCC in aNinja

  • Find your private BCC email address
  • When sending an email outside aNinja (e.g. from Gmail, Outlook, or your preferred email client) – just put your dedicated and private BCC email address in the BCC field. And aNinja will detect that and create a new lead from the email recipient information (i.e. the email in the “To” field of your email) as well as inject a note with the email body into that new lead.

Add Leads Via BCC in aNinja

 

Leads Search

The lead search is one of the most common actions performed in regular business applications. aNinja searches among all your CRM records – Name, contact, email, phone, and any other custom fields, and brings you the results in the Leads View.

aNinja searches among all your CRM records – Name, contact, email, phone, and any other  and brings you the results in the

Leads Search in aNinja

Searching for a specific lead

Simply type your search in the top navigation bar here (name/contact/email/phone):

Searching for leads falling under certain criteria

Filtering your leads into any wished criteria, allows you to group them under these criteria, and target them with your specific campaigns call to action.

  • Create the criteria in the status of the lead(s) in the workflows.
  • Call a Smartlist with these criteria when it’s time to launch the campaign.

Categorizing your Leads before importing them

Search for leads using custom fields

You can also search for leads using custom fields.

Bulk Activities

The results of your search will show in the Leads View. You can save your search as smartlist for future use. You can also share it with other users.

After filtering your leads, you can start your activities:

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