Managing your leads is key to maximizing your marketing efforts. This guide will walk you through everything you need to know about working with leads, from adding individual leads to uploading them in bulk with a CSV file. You'll also learn to perform key actions like: assigning video pages, adding leads to lists, assigning sequences, and bulk updating fields.

Read this article for more information on uploading a list of leads.

Filtering leads allows you to customize which leads appear in your table and perform actions only for leads that meet certain conditions. For example, if you want to send client communication, you could filter the table to show leads only with a Client lead status.

In your Leads table, you can delete leads, assign to an owner, assign to a video page, add to a list, add to a sequence, or bulk update a lead field.

First, select the leads you'd like to perform the action on.

To delete leads, click Delete, then confirm Delete.

To assign your leads to a specific user, click Assign owner, select the lead owner from the dropdown menu, and click Reassign.

To assign your leads to a video page, click Assign video page, select the video page, and click Assign video page.

To add your leads to a list, click Add to list, choose your list, and click Add to list.

To add your leads to a sequence, click Add to sequence, select the starting status for the leads in the sequence, then select your sequence. You must drip the leads into the sequence if you select more leads than your daily email limit. This will add a specified number of leads to the sequence daily to avoid backlogging communication with your leads.

Click Bulk update, select the field to update, then select the value you'd like to bulk update.

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