Mastering Lead Discovery Basics with Naologic

Lead Discovery is a powerful prospecting tool that allows you to qualify sales leads before they enter your actual sales funnel. With Naologic's Lead Discovery module, you can efficiently manage your lead lists and integrate with other B2B sales providers for seamless lead generation. This article will provide an overview of the Lead Discovery basics within Naologic.

Accessing the Lead Discovery Module

To access the Lead Discovery module in Naologic, follow these steps:

1. Log in to your Naologic workspace.

2. Locate "Lead Discovery" in the top navigation menu and click on it.

3. You will be directed to a table displaying your Lead Lists and ZoomInfo table in two separate tabs.

Integrating with B2B Sales Providers

Naologic allows you to integrate with various B2B sales providers using APIs, making it easy to pull lead data directly from their databases into your Naologic tables. To do this, follow the provider's API integration instructions and add their information to your Naologic account.

Creating and Managing Lead Lists

To create and manage lead lists in Naologic, follow these steps:

1. Access the Lead Discovery module by clicking on "Lead Discovery" in the top navigation menu.

2. Click on the "Create List" button to generate a new lead list.

3. Assign a name to your lead list and save it.

Using ZoomInfo to Search for Leads

ZoomInfo is a valuable resource for finding leads in Naologic. To search for leads using ZoomInfo, follow these steps:

1. Access the Lead Discovery module and navigate to the "ZoomInfo" tab.

2. Use the search bar to input relevant keywords or criteria for your desired leads.

3. Browse the search results and select the leads you want to add to your list.

4. Commit the selected leads to your list by clicking the "Add to List" button.

Viewing and Editing Lead Lists

Once you've created your lead lists, you can view, download, and edit them as needed. To do this, follow these steps:

1. Access the Lead Discovery module and click on the "Lead Lists" tab.

2. Find the list you want to view or edit and click on it.

3. From here, you can browse the list, download it as a CSV file, or make any necessary edits to the leads.

By leveraging the power of Naologic's Lead Discovery module, you can efficiently prospect and qualify sales leads before they enter your sales funnel. This process helps streamline your sales efforts and allows for more effective lead management. For additional guidance on Lead Discovery and other Naologic features, explore our Help Center articles.