Welcome to the practical guide on how to utilize the Leads feature in PhantomBuster effectively. In this how-to article, we will delve into the specific features of Leads and guide you step-by-step on how to leverage it for efficient lead management. Let's get started!
Through our LinkedIn Phantoms, all leads generated will seamlessly populate your Master Leads List, streamlining the entire lead management process. You can access your Leads list from your navigation bar at the top of the page:
1. Filtering Leads & Creating Custom Lists using your Filtered Results
Start filtering your leads by creating a condition. Click on the "Filter" button and then on the + Add condition button.
First, you will want to select one of the available columns from the dropdown menu on which you would like to base your condition.
Let's search for all the leads in our database that work at PhantomBuster. Select Company from the dropdown, and then set the condition.
Available options are:
- Is filled - has a value stored within the column that's being looked at.
- Is not filled - doesn't contain any value in the column.
- Is - contains this exact term.
- Is not - the ones that do not contain this term.
- Contains - has the keyword within the column.
- Does not contain - doesn't have the keyword within the column.
To get back to our example, we're looking for a "Company" where the name is "PhantomBuster":
At this point, if required, we can either add additional conditions (for example, to look only for CEOs or developers), or we can click on the "Save filters as a list".
Once saved, all your Lists will be accessible from the left-side menu:
Note: You can rename lists directly or from the dropdown menu - the menu is available when you hover over the list name and click on the three dots.
2. Editing leads
Clicking on a Lead will open up a right sidebar containing all information, some of which you can manually edit.
Editable fields:
- First Name, Last Name, Company Name, Job, Professional Emails, Phone Numbers, Websites.
3. Show/Hide/Reorder columns displayed in the results
You can now easily manage your results by using the switch:
Here's the list of all available options:
Company, Job, Job date range, Job location, Headline, Location, Professional email, Personal email, Phone number, Title, Website, LinkedIn followers, Creation date, Created by ,Last updated, Last updated by, About, Job description, Skills, Previous company, Previous job, Previous job date range, Previous job location, Previous job description, School, School degree, School date range, School description, Previous school, Previous school degree, Previous school date range, Previous school description, Connections URL, Mutual connections URL, Custom AI properties.
4. Manually Selecting Leads
You can now tick the checkbox next to the Lead that you would want to add or exclude from your list. There's also an option to Export Selected Leads, or to Add them to another list:
5. Export All Leads button
Find out all information on how to Enrich and Engage with your Lists in our article.
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