Chapter 13 of 32 · Grow
Pipelines: your lead database and lists
Every business Winston finds is kept in your lead database under the search. From there you can filter, sort and group leads into lists, such as "Call this week" or "Dentists in Tampa", so you can work them together.
How it works
What you can do here
- Search leads by business, person or email
- Filter by list, stage, sequence, contact info and email check
- Sort by best fit, newest or name
- Find who's in charge for many leads at once
- Add leads to lists, sequences or the CRM in bulk, or export a CSV
1. Working the database
- 1
Search
Type in Search businesses, people, emails…
- 2
Filter
Narrow by list, stage, whether they're in a sequence, missing email, phone or website, and email check.
- 3
Sort
Best fit first is usually the right choice. You can also sort by newest or by name.
- 4
Tick the ones you want
Use the checkboxes, or Select all on this page.
- 5
Act on them together
With leads ticked: Add to list, Add to sequence, Find who's in charge (Winston looks up the owner or manager from each business's own published info), Move to stage, Add to CRM or Export CSV.
2. Making and managing lists
- 1
Open the Lists tab
Lists group leads so you can work them together.
- 2
Make a list
Type a name, such as Tampa roofers, and press Make list. Or tick leads on the Leads tab and choose Add to list.
- 3
Rename or delete
Use the buttons beside each list.
Try it yourself
Doing is the fastest way to learn. Open the tab and try these:
- Make a list called "Call this week" and add your three best leads to it.