In this article, you'll discover how to organize your leads' portfolios so that ZELIQ is no longer a secret to you. 🫵
🤓 In individual Plans (Starter & Free), the "All Leads" and "My Leads" Tabs are almost the same and contain the same leads. The only difference is that you'll be able to import leads from CSVs only from "All Leads".
👆 In Team Plans (Custom), the "All Leads" Tab is the list of all your organization leads, and the "My Leads" Tab is the list of leads assigned to you.
🖥️ Tab Explanation
👤 My Leads
Select the "View" you wish to display.
Easily find what you're searching for using the Search Bar.
Toggle between "Contact" and "Company" views.
Organize your leads by default (as shown in the example) or priority (based on lead score).
Export your selected view as a CSV file.
Apply filters to display specific information and create customized views (see below for instructions on creating views).
Choose the columns you want to display.
Manually add new contacts.
View the total number of leads displayed.
N.B: Columns with the "✨" icon (as shown on the left) mean that they will be data enriched by ZELIQ. On the contrary, columns without "✨" are data you've filled in manually or imported from CRM or CSVs for example 😉.
👥 All Leads
Select the "View" you wish to display. You can choose between your favorite views OR your colleague's pipeline.
Easily find what you're searching for using the Search Bar.
Toggle between "Contact" and "Company" views.
Export your selected view as a CSV file.
Apply filters to display specific information and create customized views (see below for instructions on creating views).
Click the "+" icon in the upper right corner to manually add new contacts and companies, or to import contacts from CSV files.
View the total number of leads displayed.
👁️ Create Views
- You can filter the views by native filters such as:
Assigned users
Company City
Company Country
Company Industry
Company name
Company number of employees
Created at
Labels
Last interaction date
Source (Manual, CSV, LinkedIn, Search, CRM, Enrichment Hub)
Source Detail (Name of the imported file/list)
Lead Status
Lead Job Title
Lead Updated at
Lead City
Lead Country
Lead scoring Engagement Score
- Or filter with custom fields you would have imported thanks to your CRM synchronization or with CSV file import ("How to create custom fileds" part).
🧐"AND" or "OR" criteria?
When applying multiple labels as filters:
Combining several labels within the same attribute implies Label 1 OR Label 2 (e.g., in the screenshot below, Asset Manager Paris OR Event Annecy).
Using two different attributes means Label 1 AND Label 2 (e.g., in the screenshot below, Asset Manager AND Event Annecy).
The views are available from the "All Leads" or "My Leads" tabs.
➡️ Click on Views
➡️ Click on filters (1), choose the filter to apply (2), and indicate their value (3)
➡️ Click on "Create view" (4) and name it
💡 Our views are "dynamic", i.e., updated as soon as the filter criterion no longer corresponds to the prospect.
For example, if you create a "Status: New" view and change the prospect's status (to "connected", for example), the prospect will exit the "Status: New" view.
On the other hand, the lead's source cannot be modified. So archiving a lead from a view means archiving the prospect from the entire ZELIQ space. We recommend you work with Labels for more flexibility.
🏷️ Allocate Labels
You can use Labels if ZELIQ's pre-set filters do not match your needs. For example, if you want to flag and create a view for all the leads you met during an event, you can use Labels to identify them more easily.
➡️ First, display the "Labels" column within "All Leads" or "My Leads" by clicking on "..." on the upper right corner of your screen.
➡️ Check the box "Labels" to display it on your Table View.
➡️ Then you can create a label individually:
OR in bulk by selecting several prospects and clicking on "Edit in bulk" :
🚨 Don't forget to save your labels once created!
➡️ Once done, you can create a view by filtering your table by Labels and create a sequence way faster by selecting all the leads in your view! 🎉
👩🏼💻 For further information, please do not hesitate to contact us: