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, seniority, industry, country, company size, etc.
4. Click Search (top right of the results).

Results show matching records with key firmographic fields.

Save to a list

1. Select rows with the checkboxes.
2. Click Add to list in the bar at the bottom of the results.
3. Pick one of your lists. To make a new list first, click + next to Lists in the module sidebar and choose a name, color and whether it holds people or companies.

Lists appear in the module sidebar for quick access later. A list only accepts the kind of lead it was created for, so people lists are only offered when you save people results.

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

Under Exclude leads already in lists, tick the lists whose leads should be hidden so you do not duplicate prospects already in a list or CRM.

Next steps

• WeldData overview
• Manage contacts