The platform's internal CRM system allows you to effectively manage your leads, companies, and lists. It consists of four main sections, which are represented by the corresponding tabs: Contacts, Accounts, Lists, and Imports.
1. Contacts Tab
This section contains all contacts imported into the system.
On the left side of the screen is the filter management menu (1), which allows you to easily sort and search for leads. A detailed overview of working with filters can be found in the article: [CRM Filters Overview].
You can select contacts in bulk (all on the page or a custom number) or selectively. A quick actions panel (2) is available for the selected contacts, allowing you to:
Add contacts to an automation or remove them from it (Automation).
Add or remove tags (Tag).
Change the pipeline stage (Pipeline Stage).
Move contacts to another list (List).
Send contacts for instant data enrichment (Enrich).
Delete contacts (Delete) or export them to a CSV file or via a Webhook (Export).
Create a manual task (Create task).
By clicking on a contact's first and last name, you open the contact card with detailed information. An overview and functionality of contact cards can be found in the article: [Contacts & Accounts CRM Cards Overview].
A short summary of each contact's status and activity is displayed next to their name, divided into three sections:
Summary (1): Shows the number of active automations, current tasks, and notes created for this contact.
LinkedIn (2): Displays the profile status (blue icon means the profile is found, gray means not found), as well as communication counters: the number of incoming, outgoing, and read messages on LinkedIn.
Email (3): Displays the email address status (yellow icon means the email is found, gray means not found), as well as correspondence statistics: the number of incoming, outgoing, read emails, and link clicks.
2. Accounts Tab
This section is designed for managing saved companies. You can import companies manually into the system, or they will be created automatically during contact imports (a company is created based on the current employer listed in the contact profile).
Just like in the Contacts section, a set of filters is available on the left to search for the required organizations. For the selected companies, you can perform the following actions:
Add or remove tags (Tag).
Change the pipeline stage (Pipeline Stage).
Delete or export data.
View Contacts linked to this company in your database.
Clicking on a company name opens the company card. A detailed overview of its functionality can be found in the article: [Contacts & Accounts CRM Cards Overview].
3. Lists Tab
Lists — serve as the basic file system (folders) where your contacts and companies are stored.
Find a list by its title using the Search by name (1) in the upper-left corner.
To add a new list, click the Create new list (2) in the upper-right corner.
By clicking on the numbers next to the list name, you can quickly switch to viewing all the contacts or companies saved (3) within it.
Using the three-dot icon (4) next to the list, you can copy its identifier (Copy List ID), Rename or Delete it.
4. Imports Tab
This section manages all import processes into your CRM. The system supports four types of imports:
Basic LinkedIn Search (Basic Search).
Sales Navigator Search.
LinkedIn Activity.
File import (CSV).
A full explanation of the setup and logic of each import type can be found in the corresponding article: [Working with Imports in CRM: A Complete Guide].