Managing prospects

Although leads are at the heart of our system, Prospecting Lists are ideal to manage prospects (unqualified leads). 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 noCRM and transform a prospect into a lead in a matter of seconds once it’s qualified.

You can create prospecting lists manually; import your Google contacts or import an existing Excel or CSV file that you may already have – it's really simple!

You can also feed existing Prospecting Lists automatically through integrations using Zapier or Integromat.

In the Expert & Dream Team Editions, you can access advanced Prospecting Lists, which enable 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

  Create a new prospecting list manually

• Advanced Prospecting Lists

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

• Manually create prospecting lists

  How to create a prospecting list manually

• Import your Google Contacts

  Import your Google Contacts to start qualifying new contacts