Find and save leads

Search for prospects and build lists for sales or marketing.

Run a search

1. Open WeldData from the app rail.
2. Choose People or Companies.
3. Set filters — job title, industry, country, company size, etc.
4. Click Search.

Results show matching records with key firmographic fields.

Save to a list

1. Select rows with the checkboxes.
2. Click Save to list.
3. Pick an existing list or create a new one (name and color).
4. Confirm.

Lists appear in the module sidebar for quick access later.

Send to CRM

1. Open a list or select leads from search results.
2. Choose Add to CRM (or Convert).
3. Map fields if prompted.
4. Confirm — records appear in WeldCRM as people or companies.

Keep lists clean

Enable Exclude saved leads on new searches so you do not duplicate prospects already in a list or CRM.

Next steps

• WeldData overview
• Manage contacts