Manage campaign leads
Add people to a campaign and see where each one is in the sequence.
The Leads step is where you add people. After launch, the same list is the Leads tab on the campaign.
Add leads
- Open the campaign.
- Click Add leads on the Leads step. On a campaign that is already open, use Add Leads in the campaign menu.
- In Add Leads, pick a source.
From Existing List is listed first when you have lists. You can also add from LinkedIn Profile, LinkedIn Resolver, CSV File, Post Engagers, LinkedIn Search, Sales Nav Search, or Account Employees. HubSpot CRM and Pipedrive CRM appear when those integrations are connected.
New leads enter at the start of the sequence and are assigned to the campaign's senders.
Follow a lead
On the campaign, open Leads.
- All shows everyone on the campaign.
- In Progress shows leads who are still moving through the sequence.
The Overview tab summarizes the same people: All leads, In progress, Finished, Review needed, Awaiting, Failed, Skipped, and Paused.
A lead who replies stops moving through the sequence. Continue that conversation in the inbox.