Lead Lists
Articles in Lead Lists.
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Building a lead list from your CRMBuild a pitch bont lead list by filtering CRM contacts — industry, region, size, custom field — and saving the cohort for one or more campaigns.
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Manually uploading leadsUpload a CSV of leads when they don't live in your CRM yet — for one-off lists, event attendees, or scraped prospect data.
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Opening and editing a lead listHow to open a saved lead list, add or remove members, re-run the filter, and check which campaigns use it.
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Viewing an individual lead contactOpen a lead from a list to see CRM info, enrichment data, campaign history and the current sequence step in one view.
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Viewing a company inside a lead listOpen a company from a lead list to see every contact bont knows at that account plus the company-level outreach state.