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:
Overview
Add new leads directly from the Leads page
If you're running one of the compatibile Phantoms, your LinkedIn Leads list is automatically populated. However, you can add new leads anytime by selecting the button "Add new leads" and the Phantom that you want to use to enrich your leads list.
Create Leads lists
You can create your lists via the list menu in the left sidebar by selecting several leads and then "Add to list > Create a new list button":
And even by using the filters by clicking on "Save filters as a list":
Export all leads
You can download your leads in a CSV file by clicking on the "Export all leads" button.
Edit your leads
Click on your leads to open a pop-up window. Edit and save information.
Please note: If you edit any information on your LinkedIn Leads list, this new information will overwrite the original one. However, you can still find the original leads' data in the Phantom's result file.
Enrich and Engage
Check out our Enrich and Engage with the list article to find out more about these features!
Delete the Leads
Select the leads you wish to delete. Click on the More button, and then on "Delete leads" button:
Filtering Leads
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.
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