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Contacts section
Contacts section

What is Contacts section and how can I manage leads. Discover how to enrich leads, add them to campaigns, delete, export in bulk and more

Updated over a month ago

Efficient lead management is the backbone of any successful outreach campaign, and staying organized is key to driving meaningful connections. With lemlist's Contacts section, we've redefined how you manage your leads by offering a more intuitive, centralized hub for tracking, organizing, and exporting your contacts. Whether you're running multiple campaigns or working with a large database, this streamlined solution empowers you to stay on top of your outreach efforts, enhancing both productivity and results. Now, with just a few clicks, you can access, filter, and move leads seamlessly across campaigns—saving you time and ensuring your efforts are always aligned with your goals.

Key Features of the Contacts Section

  • Advanced Filtering: Easily filter contacts by job title, company, email, LinkedIn URL, and more. Customize the view to see the variables that matter most to you.

  • Streamlined Importing: Contacts can now be imported directly into the Contacts section, giving you more flexibility and control.

  • Flexible Viewing: Toggle between viewing individual contacts or companies for a more tailored experience.

  • Bulk Export and Campaign Integration: Export leads in bulk with just a few clicks, or push them into a new or existing campaign.

The Contacts section revolutionizes how you manage leads, making it simpler, faster, and more efficient to stay on top of your outreach efforts.

Sounds amazing? Let’s explore how it works! 😎

Navigating the Contacts Section

You can find the Contacts section on the left sidebar of your main dashboard. It functions like a CRM, allowing you to switch between viewing Contacts or Companies and apply filters for easier lead management.

How Contacts Work

The Contacts section works like a CRM.

You can switch the main page view to see Contacts or Companies. You can also apply the filters and find the leads easier. 👇

Filters Available

Filter by variables such as:

  • Name

  • Email

  • Job Title

  • Lifecycle

  • LinkedIn URL

  • Owner, etc.

You can also filter leads by:

  • Company: Current or Past Company

  • Campaign: In campaign, In running campaign, and per campaign status

  • Custom fileds

Key Definitions

Contact: A Contact is a person relevant to keep in your CRM. This could be someone you've done business with, a current client, someone not interested right now, or even a future prospect.

  • Fields: Contact information reflects the latest used information about the person, and as we build a Social CRM, the notion of experiences for a Contact is crucial. It helps in crafting personalized messages and maintaining an up-to-date CRM.

Lead: A Lead is an opportunity to do business with a Contact at a given time.

  • Variables: A Lead contains time-based or prospection-specific information useful at a particular moment, like “Reason to Outreach.” In lemlist, a Lead represents one instance of a contact within a campaign.

Example: Contact vs. Lead

A Contact is a person (e.g., François Lejeune) stored in lemlist. This person can be part of one or multiple campaigns, where they are referred to as a Lead. For example, François Lejeune’s contact data exists in the Contacts section and can be reused across campaigns.

Let's check what else we can do in this section 😍

Lifecycle

Lifecycle properties are used to track the current stage or status of the relationship with the user. You can select your own status here and organize your leads section based on that. However, please keep in mind that the lifecycle status does not reflect the current status of the lead in the campaign.

You can change the contact's status under the Status variable.

All newly imported leads are automatically marked as "New" in the Status column.

Example:

if a lead has received an email, but hasn't yet replied, you can mark the lead as "Contacted" so you will know you are still waiting on their interaction.

Once they reply that they are interested you can change the status to "Opportunity" which will be a sign for your sales team to give them a call and seal the deal!

You can also create your own Status by clicking on the Edit lifecycles button - Add a new life cycle stage đŸ€©

How to Modify Variables in the Contacts Section

Editing variables like company names or contact owners is simple:

  1. Click on the contact’s name.

  2. Locate the "Professional Experiences" section to add or modify the company name.

  3. Save your changes.

To change the owner of a lead:

  1. Click on the contact’s name.

  2. Navigate to the Owner section in the pop-up window.

  3. Select a new owner from the dropdown menu.

If you want to change the Owner in bulk

simply select leads and hit the Change Owner button

Using the Email Finder

Missing an email for your lead? Use the Email Finder tool:

  1. Search for the lead in the Contacts section.

  2. Click on "Find Email."

  3. The tool will enrich the contact with the email, using 5 credits per lead.

Adding Leads to a Campaign

Select leads individually or in bulk and push them into the desired campaign. Once added, adjust the campaign settings and launch it seamlessly.

Bulk Actions:

  • Change owner: Change owner for multiple leads.

  • Push to a campaign: Push multiple leads to your campaign.

  • Create a campaign: Import contacts to a new campaign and create the campaign.

  • Change lifecycle.

  • Add to list: Add leads to your Contact list for better organization.

Deleting or exporting leads is now easier than ever. Select the leads you want to manage and choose the desired option from the pop-up menu.

  • to delete selected leads click on the trash bin icon

  • to export selected leads click on the CSV export button

Example: Exporting leads with Not interested lifecycle

Filter leads marked as "Not interested" and export them for personal follow-up or team collaboration.

  1. Add filter

2. next to the lifecycle choose include

3. select lead and hit the Export button

Sending Emails or LinkedIn Messages to Contacts

You can:

  • Send an email (if the contact has an email address).

  • Send a LinkedIn message (if the contact has a LinkedIn URL).

  • Call the contact (coming soon!).

Options depend on the available contact information.

Simply click on a lead that you want to contact and click on one of the options.

Key Takeaways

  • The Contacts section simplifies lead management by centralizing all contacts.

  • Advanced filtering, bulk actions, and campaign integration save time and effort.

  • Custom fields and campaign variables provide flexibility for tailored outreach.

Have questions or need assistance? Our support team is here to help you every step of the way! You can contact us via chat like this: Contact Us for quick and reliable solutions. We’re just a message away!

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