Managing suspects w/ Prospecting Lists

Although leads are at the heart of our system, Prospecting Lists are ideal to manage suspects (unqualified contacts). Instead of managing them on an Excel document and then having to create the leads manually in your lead management system, you can manage them directly inside no crm.io and transform a suspect into a lead in a matter of seconds once it’s qualified. You can create prospecting lists manually; import your Google contacts or import and existing Excel or CSV file that you may already have – it's really simple!

In the Expert Edition, you can access an advanced Prospecting Lists feature, which enables you to:

• Edit columns during import
• Have color codes
• Have comments automatically added to the comments field when creating a lead
• Click-to-call from the spreadsheet
• Send an e-mail from the spreadsheet
• Filters your contacts and more…

For more information on Prospecting files, read our Academy articles on this subject.

• How to use prospecting lists

  How to use prospecting lists

• Advanced Prospecting Lists

  Click to call, color codes, comments, date picker...

• Manually create prospecting lists

  How to create a prospecting list manually

• Import an Excel or CSV

  How to import contacts from an Excel or CSV

• Import your Google Contacts

  How to import your Google Contacts