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  1. Prospecting 🎯

Lead Lists

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Last updated 4 days ago

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  • Two Ways to Build Lists
  • 🤖 AI Discovery
  • 📊 CSV Upload
  • How It Works
  • AI Discovery Options
  • Key Features
  • Real-Time Processing
  • Smart Disqualification
  • Management & Collaboration
  • Lead Management
  • Team Sharing
  • Best Practices

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Build your sales pipeline with AI-powered lead discovery and enrichment. Let AI find ideal prospects and automatically enrich them with detailed insights for outreach.

No More Manual Research: Describe your ideal customer and AI will find them, or upload existing lists for automatic enrichment.

Two Ways to Build Lists

🤖 AI Discovery

Ask AI to find prospects: "Find 50 SaaS companies in Austin with 10-100 employees"

📊 CSV Upload

Upload existing prospect lists for AI enrichment and contact discovery.

How It Works

  1. Create Lead List - Name your list and choose AI discovery or CSV upload

  2. Configure AI Enrichment Columns - Select what information AI should research (company overview, decision makers, pain points, etc.)

  3. Start Processing - AI researches each lead in real-time

  4. Review Results - View enriched data and export to your CRM

AI Discovery Options

Use the "Find Leads" dialog to specify:

  • Company Type: Startups, SMBs, Enterprise, SaaS, E-commerce, Agencies

  • Industry: Technology, Healthcare, Finance, Manufacturing, Legal, etc.

  • Company Size: 1-10, 11-50, 51-200, 201-1000, 1000+ employees

  • Location: Cities, regions, countries, or remote companies

  • Advanced Criteria: Funding status, growth signals, technology needs

Key Features

Real-Time Processing

Watch AI research leads live with progress bars and status updates. Processing typically takes 20-30 seconds per lead.

Smart Disqualification

AI automatically filters out poor-fit prospects (out of business, wrong industry, size mismatch) to improve pipeline quality.

Management & Collaboration

Lead Management

  • Search & Filter: Find leads by status, company name, or custom criteria

  • Bulk Operations: Delete, export, or process multiple leads at once

  • Lead Detail View: Tabbed interface showing all AI-generated content

  • Export Options: CSV

Team Sharing

Share lists with Owner, Write, or Read permissions for team collaboration.

Best Practices

  • Start Specific: Define clear ideal customer profile for better results

  • Test Small: Try small batches before large lists to validate approach

  • Choose 3-5 Columns: Select key enrichment columns for speed and quality

  • Regular Cleanup: Remove outdated leads and refine criteria based on results

Pro Tip: Use AI discovery for new market segments and CSV upload for existing databases. Focus on 3-5 key enrichment columns for optimal speed and quality.