Finder
Import leads
Bring people into a list from a file, LinkedIn, or your CRM.
Finder is the search. Import is how you drop an existing set of people onto a list.
Open import
- Click Lists and open the lead list.
- Click Add leads.
- Choose a source in Add Leads.
| Source | Use it when |
|---|---|
| LinkedIn Profile | You have profile URLs. |
| LinkedIn Resolver | You have names and need Obert to find the profiles. |
| CSV File | You have a spreadsheet. |
| HubSpot CRM | HubSpot is connected. |
| Pipedrive CRM | Pipedrive is connected. |
| Post Engagers | You want people who engaged with a post. |
| LinkedIn Search | You have a LinkedIn search URL. |
| Sales Nav Search | You have a Sales Navigator search. |
| Account Employees | You want people at companies already in an account list. |
| From Existing List | You want to copy people from another list. |
HubSpot and Pipedrive only show after that CRM is connected. Finish the form for the source you picked. The people are added to the list you opened.
For a filtered search instead of a file, use Finder.