Working with Pre-Leads
Check raw contacts before they become leads.
A pre-lead is a raw contact that hasn't been checked yet. Go to Pre-Leads > Intake Workspace.
Tabs
All Pre-Leads, To Validate, Validated and Discarded. Search by name, company, email or phone, and filter by source, industry or region.
Add a Pre-Lead
Click New Pre-Lead. Required: company name, address, country, state or province, city, postal or ZIP code, and phone. Then click Create Pre-Lead.
Validate, Then Convert
These are two separate steps:
- Validate: you've checked it and it's ready. It moves to Validated.
- Convert to Lead: creates the lead. The pre-lead stays on record as converted.
Discard and Restore
Discard asks for a reason. Discarded pre-leads aren't deleted: click Restore in the Discarded tab to send one back to To Validate.
Work in Bulk
Tick several rows to Validate, Convert to Lead, Enrich Selected, Discard or Restore them at once.
The Pre-Lead Record
Tabs: Overview, Contacts, Activities, Files and Notes and Audit Trail. The Qualification Profile card captures need, budget, time frame, decision maker and notes from your call (Edit, then Save Profile).