Leads is where you keep the contacts you find in Tomba. A lead is a saved contact. You can group it into a list, check its email, add a phone number, export it, or send it to your team's other tools.
The Leads page
Open Leads in the left menu. On the left are three panels:
People: All people shows every lead, and your lists sit below it.
Connected Apps: the tools you've connected, such as Pipedrive. With none connected, you'll see Connect app.
Settings: links to Lists and Attributes.
On the right is the table of leads. The bar above it has a search box, icons for filter, sort, fields, lists and export, and the New lead button.
Click any lead to open its panel, which has three tabs:
Details: your custom attributes and notes.
Activity: when the lead was created and updated, and where it came from.
Integrations: whether the lead has reached each connected app.
💡 Tip: The Leads page needs a large screen. On a phone or a narrow window, Tomba asks you to widen your browser.
How contacts get into Leads
From your results: click Save as lead in Search, Finder or Verify. See Save emails as leads.
From the browser extension: save contacts as you browse. See the Chrome extension.
By hand: click New lead and type the details. See Manage your leads.
What you can do with your leads
Group them. Keep one list per campaign, company or project. See Lead lists.
Check their emails. Get a score that shows how likely an email is to work. See Verify a lead's email.
Add phone numbers. Look one up from a lead's email. See Find a phone number for a lead.
Track your own details. Add fields such as deal size or follow-up date. See Lead attributes.
Keep them tidy. Edit, search, filter, delete and export. See Manage your leads.
Send leads to your other tools
A CRM is the tool a sales team uses to track contacts and deals. Connect one in Integrations, and the leads you save go there on their own, so you don't need to export a file.
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Work with your team
In a team workspace, members can see and use the same leads, lists and attributes. A member with the Guest role sees only their own. See Share resources with other team members.
Ways people use Leads
Sales: save the people at a target company, verify their emails, add phone numbers, then send them to your CRM.
Marketing: keep a list for each campaign, and send contacts to Mailchimp.
Recruiting: keep a list for each role, and track your outreach in notes.
💳 Credits: Saving and organizing leads is free. Verifying uses 1 verification credit. Finding a phone uses 5 search credits, only when a valid phone is found.
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