The leads view is where you can view all your leads or the result of a search or Smartlist, and perform bulk activities like power dialing, and bulk text/email sequence.
You can perform operations on those results such as Power dialing, launching a Bulk Text Sequence, or a Bulk Email Sequence.
Accessing the Leads View
- On the left sidebar, click on Leads icon. You can browse through all your leads here.
Operations on the leads
The operations that you can perform for all your leads or a group of leads are:
- Power Dial
- Call all the leads sequentially without having to enter into each lead’s profile to call manually.
- Bulk Email Sequence
- Bulk Text Sequence
- Export results as CSV
- At the bottom right of the page, click on Export results as CSV
- Locate the exported file in your downloaded files.