Leads

Leads are potential customers or clients who have shown interest in your product or service but haven't yet committed to a purchase. The Leads section in Alex helps you track, organize, and nurture these prospects through your sales pipeline.

Accessing the Leads Section

To access the Leads section:

  1. Log in to your Alex account
  2. Click on Leads in the main navigation menu
  3. View your leads dashboard with an overview of all your contacts

Leads Screenshot

Managing Your Leads

The Leads section offers powerful tools to help you organize and work with your prospects:

Visualizing and Finding Leads

  • View all your leads in a comprehensive list format
  • Search for specific leads by name, email address, or company
  • Apply filters to narrow down leads by:
    • Company
    • Status
    • Lifecycle stage
    • Country
    • Any custom field you've created

Adding New Leads

You can expand your lead database in several ways:

Manual Addition

Add leads one by one with detailed information entry

Bulk Import

Import multiple leads at once from various sources:

  • CSV file upload
  • Google Sheets integration
  • HubSpot CRM import

This flexibility allows you to quickly build and maintain your prospect database regardless of where your lead information is stored.

Dashboard
Learn how to use the Alex Dashboard to monitor your sales performance
Tasks
Learn how to manage tasks and activities in Alex