Finding New Leads with Lead Generation
Find businesses that match your ideal customer and review them before they become leads.
Lead Generation finds businesses that match your target profile. Results never go straight into Leads: they wait in Staging Review for approval.
Create a Search
Lead Generation > New Search:
- Target Profile: industry, company type and countries (required); cities, job titles, keywords and company size (optional).
- Sources: shows which data sources the search uses.
- Schedule and Automation: once, weekly, every two weeks or monthly. Optionally Auto-Import Matching Results above a score (default 75) and Notify Me When Results Are Ready.
- Review and Launch: Save as Draft or Save and run now.
Review Results
Staging Review scores results out of 100: Hot (75+), Warm (45+) and Cold (20+). The score shows fit with your profile, not the chance of a sale.
- Approve turns a result into a lead (duplicates are checked first). Approve All Hot does every hot result at once.
- Discard, and Reconsider later if you change your mind.
- Enrich or Find Missing Details to fill gaps.
- Duplicates: compare and choose Same Company (Merge) or Different Business.
- From Approved, Create Segment to use the leads in a campaign.
Manage Searches
Run now, Pause, Resume, Clone, Edit or Archive. Archiving can't be undone; clone a search to reuse its settings.
Scoring (Admins and Managers)
Settings > Lead Generation sets the scoring weights, the Hot, Warm and Cold cut-offs, and the order of contact sources.