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 & Dream Team Editions, 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.

Help Center

Managing suspects w/ Prospecting Lists

How to use prospecting lists

Advanced Prospecting Lists

Manually create prospecting lists

Import an Excel or CSV

Import your Google Contacts