The Leads panel in HeyReach lets you view and manage all imported leads and company lists in one place.
Searching and Filtering Leads
On the Leads screen, you can easily navigate by using the following options:
Search for leads by title or keywords.
Filter by list type:
Leads List (people): Represented by a specific icon.
Company List (companies): Shown with a different icon.
Filter by campaigns:
View lists connected to specific campaigns or all campaigns.
Identify which campaign(s) a list is being used in.
Viewing List Details
Each list includes the following details:
List Name: The title of the list.
Status:
Not in campaign: The list isn’t connected to any campaign.
In [X] campaigns: Displays how many campaigns the list is connected to.
Total Count: Shows how many leads or companies are included in the list.
🧑💻 Lead lists added by editing a campaign will be shown as 'Not in campaign'. The reason is that the lead list is permanently added to the campaign's initial lead list.
The Leads screen displays up to 10 lists per page, with previous and next navigation options to browse through your lists.
Leads Panel Management Options
For each list, the following actions are available by clicking on the three-dot menu:
Combine Lists: Merge multiple lists into a single list.
Intersect Lists: Identify duplicate leads or companies between lists.
Exclude from List: Remove specific items from a list.
Export to CSV: Download the lead list in CSV format.
Rename: Change the list's title.
Delete: Permanently remove the list from your workspace.
💡Export to CSV only provides HeyReach's default columns, not custom variables.
What are the available import methods in HeyReach?
Click +Add Leads to access the available import methods.
Methods to Import Leads (People):
Sales Navigator (Leads)
LinkedIn Recruiter
LinkedIn Event (Attendees)
Import from CSV
HubSpot
Methods to Import Companies (Accounts):
Sales Navigator (Accounts)
Here's a detailed video tutorial that can guide you through the process.