LeadsWithDemos Documentation
My Leads
My Leads
My Leads is a centralized lead management dashboard within your LeadsWithDemos site, designed to organize and display crucial lead information. The dashboard offers functionalities for importing and exporting data, applying filters, searching for specific leads, and enabling bulk actions. The primary purpose of My Leads is to streamline the process of managing and tracking leads, thereby enhancing efficiency and effectiveness in lead conversion strategies.
Adding Leads Manually
Learn how to add leads manually in LeadsWithDemos. Our detailed guide covers required fields, optional tags, and custom fields for efficient lead management.
Actions in Bulk
Manage leads efficiently with bulk actions in LeadsWithDemos. Assign tags, delete leads, or assign product demos with ease. Optimize lead management and streamline your workflow.
Exporting Leads
Export and manage your leads effortlessly with LeadsWithDemos. Learn to analyze lead data, target marketing campaigns, or integrate with your CRM systems through our comprehensive documentation.
Importing Leads
Learn how to import leads into LeadsWithDemos using file upload or syncing with email automation tools. Ensure accurate data mapping and customize fields for smooth import.
Metric table
Discover how to manage your leads with detailed metrics in LeadsWithDemos. Track registration dates, contact information, access history, and communication activities effortlessly.
Advanced Filters
Enhance your marketing campaigns with advanced filters in LeadsWithDemos. Create and segment audience lists based on contact details, demographics, and interests for precise targeting.