In this article, you will learn how to discover leads by uploading a CSV of companies.
First, you need to create a Company smart list; you can learn how to do that here. If you have a Smart List in place, move along to Step #2.
Click on the Lists tab on your Slintel dashboard. Next, select the Lead Smart List that you have created.
Under Discover leads by uploading a CSV: either drag and drop a CSV file with the data, or click Upload.
Note: To understand the kind of data that must be included in the CSV, click on Sample CSV. The CSV should contain: company_domain and company_name.
Once the CSV has been uploaded, click Next.
Make sure the Slintel Field is correctly mapped to the CSV Field. Click Next.
Next, you have a set of filters at your disposal. The first two fields: Discover total of and Not more than are mandatory fields; the rest are optional.
The filters you can use are the following:
Discover total of __ leads [MANDATORY FIELD]
And not more than __ leads [MANDATORY FIELD]
Lead Division
Lead Title
Function
Decision-Making Power
Lead Location
Email Availability
Off: All Emails
B: Emails with moderate confidence
A: Emails with an estimated 10-20% bounce rate
A+: Emails with an estimated <10% bounce rate
Leads with Direct Dials
a. Off: All leads
b. All: All leads with work and other phone numbers
Once you are done selecting your filters, click Done.
7. You now have a smart list with newly discovered leads. You can use filters (on the left) to slice this smart list further.
Note: Downloading this list or exporting it to a CRM will cost you 1 credit per lead.
To learn more about Lists: click here.