Creating and Managing Lead Lists in Naologic

Lead lists in Naologic's Lead Discovery module serve as a powerful tool for aggregating and organizing leads by topic, time of year, or occasion. This article will guide you through creating, managing, and populating lead lists within Naologic, as well as leveraging the ZoomInfo integration for efficient prospecting.

Creating a New Lead List

To create a new lead list, follow these steps:

1. Log in to your Naologic workspace and navigate to the Lead Discovery module.

2. Click on the "Lead Lists" tab to access your existing lists.

3. Hover over the top button in the table and click on "Create New Lead List."

4. Enter a name for your new lead list, such as "Lead Q2 2023."

5. Add a description for your lead list, if desired.

6. Click "Create" to save your new lead list.

Your lead list will now be visible in the table, displaying the created date and creator.

Editing or Deleting a Lead List

To edit or delete a lead list, follow these steps:

1. Access your lead lists in the Lead Discovery module.

2. Locate the list you want to edit or delete.

3. Hover over the row options in the table and click on the appropriate button to edit or delete the list.

Populating Your Lead List with ZoomInfo

To populate your lead list using the ZoomInfo integration, follow these steps:

1. Access the Lead Discovery module and click on 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.

The leads you've added will now appear in your lead list, making it easy to manage and track prospects.

Lead lists in Naologic's Lead Discovery module provide a convenient way to aggregate and organize leads for more efficient prospecting. By leveraging the ZoomInfo integration, you can search, qualify, and add prospects to your lead lists quickly and easily. For more information on using lead lists and other features within Naologic, explore our Help Center articles.