Add Leads to Records

To select Leads to add individually from the map:

1. Click on the desired Lead pin(s) on the Map
2. The name and address information will appear in a quick view.
   
   
   
   
3. Click “Select this lead” to add this Lead to the selected leads bucket 

To select Leads to add in bulk from the map:

1. Click on the blue lasso tool on the right side of the Map
   
   
   
   
2. Using your finger, draw a shape around the pins you would like to select in bulk
   
   
   
3. Click “Select and continue prospecting” to add the lassoed pins to the selected leads bucket and to continue back to the map for more lead searching. Click “Select and add as records” to jump to the final step of adding leads as records 

To select Leads to add in bulk from the List View:

1. Click and drag the white bar from the bottom of the screen that reads “X Results - Swipe to view as list”
   
   
   
   
2. Select the checkboxes on the right side of the screen to choose which Leads you would like add to your selected leads bucket
   
   
   
   
3. The number on the “Add selected leads” will increase as you check off additional leads to add

To add selected Leads as records:

1. Once you have selected leads you would like to add to your record list, click the blue “Add selected leads” button
   
   
   
   
2. First, select whether you would like to add these leads as Company or People records
   
3. Next determine if these pins should be added to a Group(s), a Route or if they should be colored a distinct color to represent leads
   
4. If your entity selected (Companies or People) has any required custom fields, a bulk selection must be made at this time. This field can be updated as needed after the creation of the records
   
   
   
   
5. Click the “Add leads as companies (people)” button to confirm and save your leads. This will pop up a confirmation page to confirm the number of pins add and any customizations (Groups, Routes, or colors) that were made to these leads