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Help & Support Library (Manage Leads)

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See the nifty actions you can complete using the Quick Access toolbar in Leads.
Manage Leads, Leads
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To export all leads:
  • Click on the top menu item: Leads.
  • Do not change the view from 10 leads per page.
  • Scroll to the bottom and click CSV.
This will export a CSV file to your downloads folder. Your CSV file will contain...
Manage Leads, Leads
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It's a short one, but this makes tagging your leads SO much easier now! We're so excited about this feature and we know you will be too.

Remember, use this format when creating headers for your spreadsheets and be sure you do not capitalize any of the letters:
lo-tag-1...
Manage Leads, Leads, Adding Leads
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Your Email's Spam Score - Why is it important?

You decided to purchase LeadOutcome because you want to automate your marketing.  You want to be able to automatically and systematically reach thousands of people with a click of a send email button, with a click on a form...
Campaigns, Manage Leads, 1-Click Emails, Adding Leads
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LeadOutcome will pre-srub your leads looking for bad email addresses and not attempt to send them email if we already know they are bad. This is very important to you because the major ESPs are looking and if you send out mass email and it notices bounces, it will...

Manage Leads, Leads
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Learn about LeadOutcome's CRM and lead customization tools.
Manage Leads, Lead Tasks, Leads, Lead Customization, Adding Leads
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What you’ll first want to do is import all your leads under a category that you choose (but not the main category they should exist in). 

You’ll then want to create 2 tags:
Has not completed contact form
Has completed contact form

You’ll then want to tag...
Campaigns, Manage Leads, Lead-Capture Forms
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You may have some leads in your new list that already exist in the system. Importing them will update their contact info, but the category will remain the same. Once a lead has a category assigned to it, only a manual override will change the category. If you want to update these leads' categories...
Manage Leads, Leads, Adding Leads
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Learn how to use LeadOutcome's CRM.

Note that you can always take bulk actions to all your leads. You can learn more about bulk actions by using this video:
Manage Leads Overview
...
Manage Leads, Leads
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Dive deep into managing your leads, including creating custom fields, importing leads, using categories and tags, and more.
Manage Leads, Leads, Lead Customization, Adding Leads
To request a demo, submit your contact information and a LeadOutcome specialist will contact you shortly or book a time that works for you. Reserve My Spot
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Getting started with LeadOutcome is quick and easy. Choose your package below to start your 14-day $1 Trial.

1) Choose Package2) Registration3) Checkout
Basic

Coming Soon

  • 100 Contacts
  • Lead Import Wizard
  • Limited 1-Click Library
  • Limited Campaigns
Coming Soon!
Premier
$59.99
per month
  • 10,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Tracking & Scoring, Rules
  • Custom Lead Fields
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Transfer Leads to Team
  • Campaign Kits
  • Marketing Recipes
Professional
$39.99
per month
  • 5,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Tracking & Scoring

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