Documentation

Leads

Managing the people you want to reach out to.

What Are Leads?

A lead is a person you want to contact on LinkedIn. Each lead stores basic information about that person — their name, where they work, their job title, and their LinkedIn profile link.

Think of leads as your contact list for outreach. Before you can run a campaign, you need to have leads to target.

Lead Lists

Leads are organized into lists. A list is simply a group of leads. For example, you might create a list called “Marketing Managers” or “Q1 Prospects.”

You can create as many lists as you need. When you set up a campaign later, you will choose which list of leads that campaign should target.

If you accidentally add the same person twice to a list, the platform will automatically skip the duplicate. It identifies duplicates by their LinkedIn profile link.

Lead Information

Each lead can have the following details:

  • First name
  • Last name
  • Email
  • Company — Where they work
  • Job title — Their role at the company
  • LinkedIn URL — Their LinkedIn profile link — the only required field
  • Phone
  • Location — City, state, or country

Not all fields are required. The only thing the platform needs to run a campaign is the LinkedIn URL — everything else is optional but helpful for personalization.

Adding Leads

There are two ways to add leads to a list:

One at a time

Open a lead list and click the add button. Fill in the person's details and save. This is best when you want to add a few specific people.

Bulk import

Upload a CSV or spreadsheet file with multiple leads at once. The platform will match your columns to the right fields automatically. This is the fastest way to add a large number of leads.

Managing Leads

Once your leads are in a list, you can:

  • Search for leads by name, company, job title, or location
  • Edit a lead's details
  • Delete leads you no longer need
  • Select multiple leads at once for bulk actions
  • Duplicate an entire list to use as a starting point for a new one