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Using and managing lead data

Learn how to add, edit, search, filter, export, and delete leads in Tomba, including inline editing and bulk actions.

Written by Tomba.io Team

This guide covers everything you need to know about managing your leads in Tomba Leads — from adding new contacts to exporting your data.

Adding Leads

There are two ways to add leads:

1. Save from Domain Search or Email Finder

Whenever an email result includes a full name, you'll see a + button next to it. Click that icon to save the contact as a lead.

2. Manually Add from the Leads Section

  1. Go to Leads from your Tomba dashboard.

  2. Click + New Lead.

  3. Fill in the contact details:

    • Email (required)

    • Phone number and country

    • First and last name

    • Company name and position

    • Company domain

    • LinkedIn and Twitter handles

    • List assignment

    • Custom attributes (if configured)

  4. Click Create Lead to save.

Viewing and Editing Leads

Detail Panel

Click on any lead in the table to open its detail panel. The panel has three tabs:

  • Details — View and edit all lead fields.

  • Activity — See a timeline of events (created, updated, source).

  • Integrations — View CRM sync status for Pipedrive, HubSpot, Airtable, and Mailchimp.

Inline Editing

You can edit certain fields directly in the table without opening the detail panel. Click on any editable cell to modify it:

  • Company

  • Position

  • Phone

  • Country

  • Website

  • Notes

Changes are saved immediately.

Notes

Add free-text notes to any lead from the detail panel. Notes auto-save as you type — no need to click a save button.

Search, Filter, and Sort

Use the search bar at the top of the leads table to find leads by name, email, company, or any field. Results update as you type.

Filter

Click the Filters button to apply field-based filters and narrow down your view.

Sort

Click on any column header to sort leads in ascending or descending order. You can sort by name, email, company, score, source, created date, and more.

Customize Columns

Use Column Settings to show or hide specific fields in the table:

  • Name

  • Email

  • Company

  • Position

  • Phone

  • Country

  • Website

  • Twitter

  • LinkedIn

  • Score

  • Source

  • Notes

  • Created

Selection and Bulk Actions

Select Leads

  • Use the checkbox next to each lead to select individual leads.

  • Use the Select All checkbox in the header to select all leads on the current page.

Bulk Actions

With leads selected, you can:

  • Delete — Remove all selected leads.

  • Move to another list — Transfer selected leads to a different list.

Export Leads

To export your leads:

  1. Navigate to the lead list you want to export.

  2. Click Export to CSV from the list menu.

  3. Open the downloaded file in Excel, Google Sheets, or import it into any CRM tool.

Move Leads to Another List

  1. Select the leads you want to move using the checkboxes.

  2. Click Move to another list.

  3. Choose the target list and confirm.

Deleting Leads

Delete One Lead

  • Open the lead's detail panel and click Delete the lead at the bottom, or

  • Use the checkbox next to the lead and click the Delete icon.

Delete Multiple Leads

  • Select multiple leads using checkboxes, then click the Delete icon in the bulk actions toolbar.

Delete a Whole List

Deleting a list also deletes all its leads. Use this with caution.

Star / Favorite Leads

Mark important leads by clicking the star icon next to them. Starred leads are easy to identify in the table.

CRM Integrations

Connected CRM apps are shown in each lead's detail panel under the Integrations tab. Supported integrations:

  • Pipedrive

  • HubSpot

  • Airtable

  • Mailchimp

Activity Timeline

Each lead has an activity timeline that tracks:

View the timeline in the lead's detail panel under the Activity tab.

Related Resources

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