Creating Leads 🎥

Video Demo

This video demo will go through the process of adding leads in bulk via csv and filtering for leads within your list.

What are leads?

Leads are the people you will send emails or LinkedIn messages to. An email address is required to add a lead in QuickMail.

There are five ways to add leads to QuickMail:

• Creating Leads Manually
• Importing Leads from CSV
• Importing Leads from Google Drive
• Importing Leads from Sales Navigator
• Auto-Import

Option 1: Creating Leads manually

Step 1. Head to List → + Leads →  Add Lead Manually

Step 2. Enter the lead's information including the email address

Step 3. (Optional) If you would like to add custom properties like location, custom notes, etc., click on "Custom Properties" section. Add the name of the custom property and default value.

Step 4. (Optional) If you would also like to add Tags, click on the "Tags" section. Type in the name of the tag you'd like to create.

Step 5. Finally, once all of the lead's information is entered, click on "Add"

Option 2: Import Leads from CSV

Leads can be imported from a CSV (comma-separated value) file to your Leads list. 

The leads in the sheet can be imported directly into a campaign

Step 1. To start importing from a CSV, head to the List → +Leads → Import from CSV

Step 2. Drag and drop the CSV file to the box or click "Load File"

Step 3. Use the dropdown menu to map the correct headers in the CSV to the properties in QuickMail.

→ After that, click "Next"

Step 4. (Optional) You'll be directed to the "Custom Properties" section. If needed, create custom properties and map the headers in the CSV column for the custom properties → After that, click "Next"

Step 5. (Optional) You'll be directed to the "Tags" section. If needed, create tags and map the headers in the CSV column for the tags → After that, click "Next"

Step 6. (Optional) You'll be directed to the "Options" section. Select a campaign if you would like to directly add the leads to the campaign → Finally, click "Import"

Once the import is completed, an import report will be sent to the email address you're using to log in.

Option 3: Import from Drive (Google Drive)

Leads can be imported from a Google Sheet that is added to Google Drive.  The leads in the Google Sheet can be imported directly into a campaign.

Step 1. Add a Google Drive

To import from a Google Sheet, the Google Drive must be added to QuickMail first. To do that, go to Settings → Google Drive → +Drive

Log in with the Google account associated with the Google Drive account. Once the Google account is added, it'll show on the list of available drives in your account

Step 2. Select a Google Sheet for import

To start importing, go to List → click + Leads → Import from Google Drive

Select the Google Sheet you would like to use for import

Use the dropdown menu to map the correct headers in the CSV to the properties in QuickMail.

→ After that, click "Next"

You'll be directed to the "Custom Properties" section. If needed, create custom properties and map the headers in the CSV column for the custom properties → After that, click "Next"

You'll be directed to the "Tags" section. If needed, create tags and map the headers in the CSV column for the tags → After that, click "Next"

You'll be directed to the "Options" section. Select a campaign if you would like to directly add the leads to the campaign → Finally, click "Import"

Once the import is completed, an import report will be sent to the email address you're using to log in.

Importing Leads from Sales Navigator

Our integration with LinkedIn Sales Navigator allows you to easily import selected leads into QuickMail. This is especially useful for running LinkedIn outreach.

Step 1. Add a LinkedIn account that has Sales Navigator subscription. Go to Channels → LinkedIn → + LinkedIn. This guide about Adding LinkedIn accounts might come in handy.

Step 2. Go to Sales Navigator > Search for the leads you'd like to import → Use filters to narrow down your search if needed → Copy the URL

Step 3. Go to Leads → + Add Leads → Import from Sales Navigator

Step 4. Paste the URL copied from Sales Navigator → Follow the on screen instructions to setup import

Auto-import with Google Sheet

Every time you add a new lead to your Google Sheet, they'll be added automatically to your list or campaign automatically. ust keep your sheet updated, and we’ll handle the rest.

Step 1. To setup auto-import with Google Sheet, first, Add a Google Drive for auto-import. Head to Settings → Google Drive → +Drive

Step 2. Import from the Google Sheet you'd like to use for auto-import. Go to List > + Leads > Google Drive > Tick the box 'Auto-import automatically if spreadsheet changes'

QuickMail will scan the Google sheets for any change every hour - and if new Leads are detected, those leads will automatically get imported. 

Auto-import with Sales Navigator

Auto-Import continuously monitors your saved Sales Navigator search. When a new lead appears, it’s automatically pulled into your list or campaign so you can engage without lifting a finger.

Step 1. To setup auto-import with Sales Navigator, first, addd a LinkedIn account that has Sales Navigator subscription. Go to Channels → LinkedIn → + LinkedIn. This guide about Adding LinkedIn accounts might come in handy.

Step 2. Go to Sales Navigator > Search for the leads you'd like to import → Use filters to narrow down your search if needed → Copy the URL

Step 3. Go to Leads → + Add Leads → Import from Sales Navigator

Step 4. Paste the URL copied from Sales Navigator → Follow the on screen instructions to setup import

Step 5. Setup the auto-import and under Options, check the box 'Re-run this import at regular intervals' → Then select preferred interval

When a new lead appears, it’s automatically added to your list or campaign, so you can engage them right away without having to search again.

FAQs: 

Q: How do I know if the import process has been completed?

A: You will receive an email about the details of the import similar to other import methods - Import Report Email

Q: What will happen if leadsthat are already on the list are imported?

A: Leads that are already on the list will be skipped/rejected. 

That's because each lead should have a unique email address to be imported or added. 

If you want to update the details of the existing leads, you can tick the box "Update Lead if it exists" before hitting the import button. This can be useful when moving existing Leads to a different bucket or when adding new details to Leads (such as custom attribute values).