How to Save Leads from Search Results
THT

Written By The HelloDexter Team

Last updated About 1 month ago

The process below is designed to help you efficiently manage and organize your potential contacts. Follow these straightforward steps to save your leads:

Step-by-Step Guide

Step 1: Perform a Search

Start by conducting a search using the search function. Enter your criteria to find the leads that best match your requirements.

Step 2: Select the Leads You Want to Save

Once you have your search results, choose the leads you wish to save. You can manually select individual leads or use the 'Select All' option to choose all leads at once.

Step 3: Click 'Export'

At the top of the results table, you'll find the 'Export' button. Click on it to proceed with saving your selected leads.

Step 4: Choose 'Save Leads'

After clicking 'Export', select 'Save Leads' from the available options. This action will save your chosen leads for easy access later.

Step 5: Access Your Saved Leads

To view your saved leads, navigate to the 'Saved Leads' section located on the left panel of your dashboard. Here, you can manage and review all the leads you've saved.

That's it! You've successfully saved your leads from the search results.