Our Lead Generation tool lets you easily add Leads as Company Records. Add an individual Lead or multiple Leads at once.
To add a Lead as a Company Record:
- Manually tap on the pins. A pop-up will appear with the lead’s address.
- Tap the “Add” button to add the lead as a Company Record
All of the relevant company information such as an address, website, and phone number will be included when you add the lead to your companies.
To add multiple Leads as Company Records:
- Scroll up the box at the bottom of the screen to view a list of leads related to your search
- Check the boxes beside the leads that you want to pursue
- Once all your desired leads are checked, tap the “+ Add to Companies” button
- A notification will confirm that these companies have been saved successfully