Lists: With Powerlead, you can create custom lists to organize your contacts effectively. Lists allow you to group specific prospects together based on your own specific criteria. For example, you can create lists for different target industries, regions, or campaign segments. Organizing your contacts into lists helps you manage and navigate through leads more efficiently.
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Adding lists in Powerlead is easy. You can accomplish this directly from the extension or by navigating to the “Saved Contacts” page in your dashboard and clicking the “New List” button. Once created, you can easily add contacts to the list by selecting them and assigning them to the desired list.
Pro tip: We recommend naming your lists to reflect the unifying criteria or category.
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Tags: Powerlead also provides the option to assign tags to your contacts. Tags are labels or keywords that you can assign to individual prospects based on specific characteristics or attributes. For example, you can use tags like "Hot Leads," "Follow-up Required," or "Interested in Product X." Tags help you categorize and segment your contacts, which leads to more targeted and personalized outreach.
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Adding tags to your contacts in Powerlead is easy! Locate the individual using the "All Contacts" list in the dashboard, click the "Add Tag" button, and assign the relevant tags. Alternatively, you can add tags directly from the Powerlead extension as your prospect. When you need to create new tags that's simple too. Just visit the tag management page in the settings menu.
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Watch this video to learn more about organizing your prospects in lists and tags: [LINK]