Looking for a lead you saw 3 days ago and now you can’t remember the filters that led to you the lead? Or maybe, you start working on a lead and suddenly remember that you’ve already done the outreach?


Well, fear not! Smart lists are to save the day. You can directly save lists of leads and companies and then work on them on the smart lists tab. You can:

  • Export lists directly from the Lists tab, without having to go through the hassle of selecting a filter and then selecting leads/companies on their tabs every time

  • Apply quick lead filters on top of the filtered lists you’ve already created. Filters by: Lead location, company location, company, source, and email confidence score

  • You can also look for leads/companies by the date that they were added. This way, you don’t mess up the leads you have already worked upon. 

  • Delete lists as and when you’re done working on them. No credits deducted!

  • You can export these lists directly to Salesforce and HubSpot


Point to note: You cannot share your lists with your team members, yet. 


Here's how you can create and enrich Company Smart Lists.  


Below is how you can create and enrich Lead Smart Lists:


1. Click on the Smart Lists tab on your Slintel dashboard navigation bar. Here, click on +Create Smart List


You can create a Lead list directly from your Slintel dashboard to keep track of the leads you are currently working on and prospecting. 


1. To create a new list, click on the +Create Smart List button on the page.


2. Here, give a name to your leads list, and select Lead from the List Type drop-down. Once done, click on Create.


3. To create lists from Slintel’s dashboard, click on the Add Leads button, or click on +Leads to get the same option. 

2. On the Lead tab, you have the options to:

  • Either create a Lead List from your Slintel dashboard

  • Upload a list of leads to enrich them with the data available on Slintel

  • Upload a CSV of the companies you want to discover a list of Leads from.


Creating a Lead List from your Slintel dashboard


4. When you click on Add Leads, it will take you to the Lead tab, where you can select your filters, and add Leads to the list you have just created. Click on Add to list, and select the list you want to add these Leads to.



5. You also have the option of creating a list directly from the Lead tab. Simply select your filters, click on Add to Lists-> Create a new list. Give your list a name, and you can start adding leads to that list.



6. You can view the list you just created by going back to the Smart Lists page and clicking on the Lead page. 

7. You can slice your Lead Lists through additional filters available directly on the Lead page. These include:

  • Lead Location

  • Company Location

  • Companies

  • Source

  • Lead with Emails:

    • All Emails

    • High Confidence Emails

    • None

  • Leads With Direct Dials.

You can even select a date range that will show you the Leads that have been added to the list according to the date selected. Hence, if you only want to see the Leads you added a week ago, and not after that, you can select the date range and view the Leads right there without any hassle.


Upload a list of leads to enrich them with the data available on Slintel

With smart lists, you can also enrich additional information about a list of leads that you already have. 


1. To create a new list, click on the +Create Smart List button on the page

2. Here, give a name to your company list and select Company from the List Type drop-down. Once done, click on Create.

3. To add leads, either drag and drop a CSV file with the data, or click on Upload.

 NOTE: PLEASE DO DOWNLOAD THE SAMPLE CSV FILE TO KNOW WHAT INFORMATION TO PROVIDE IN THE CSV. 


4. Click on the Sample CSV hyperlink to download the sample CSV file. The CSV has the following columns you have to fill.

 NOTE: Please map either LinkedIn URL or Email or first name and last name with company domain or company name for enrichment.

  1. First_name

  2. Last_name

  3. Email

  4. Lead_titles

  5. Linkedin_url

  6. Company_name

  7. Company_website

Once filled in, upload the same sheet again on the dashboard. Once uploaded, you will see Map CSV Columns to Slintel Fields. Click on Next.  


PLEASE NOTE: DELETE ALL THE COLUMNS YOU DON'T END UP USING FOR THE FILE TO WORK


5. Map the respective fields and click on Next. Once you map the CSV columns to Slintel fields, a new smart list with enriched insights will be created.


6. You can further specify the kind of leads you want to discover on Slintel. If you want, you can click on the Exclude Past Exports toggle button. Turning this on will exclude all records that were originally exported from the Slintel database from getting enriched. Click on Done


7. A new list will be created. You can also use additional filters like Lead Location, Company Location, Companies, Source, Added Date Range, and leads with Contacts to narrow down the list for your search criteria. 


Upload a CSV of the companies you want to discover a list of leads from


1. To create a new list for Lead Discovery, click on +Create Smart List.

2. Here, give a name to your company list and select Company from the List Type drop-down. Once done, click on Create.

3. To add leads, either drag and drop a CSV file with the data, or click on Upload. NOTE: PLEASE DO DOWNLOAD THE SAMPLE CSV FILE TO KNOW WHAT INFORMATION TO PROVIDE IN THE CSV. 



4. To discover new leads from companies, download the sample CSV and fill out the following information before uploading the sheet again:

  1. Company_domain

  2. Company_name

Once filled in, upload the same sheet again on the dashboard. Once uploaded, you will see Map CSV Columns to Slintel Fields. Click on Next.  


PLEASE NOTE: DELETE ALL THE COLUMNS YOU DON'T END UP USING FOR THE FILE TO WORK


5. Map the respective fields and click on Next. Once you map the CSV columns to Slintel fields, a new smart list with enriched insights will be created.


6. Here, you can specify fields like how many leads you want to discover from each company, and additional filters before the discovery starts. The filters you can use are the following. Only the first two are mandatory fields, the rest all are optional. 

  1. Discover total of __ leads [MANDATORY FIELD]

  2. And not more than __ leads [MANDATORY FIELD]

  3. Lead Division

  4. Lead Title

  5. Function

  6. Decision-Making Power

  7. Lead Location

  8. Email Availability

    1. All Emails

    2. High Confidence 

    3. Off

  9. Leads with Direct Dials

Once you are done selecting your filters, click on Done.


7. A new list will be created. You will be able to see the number of leads that you had specified in the above step. You can also use additional filters like Lead Location, Company Location, Companies, Source, Added Date Range, and leads with Contacts to narrow down the list for your search criteria.