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Manage your leads

Learn how to manage your existing leads, verify them, move, export and filter them

Updated this week

Once you have saved your leads in the Leads section, you can update and manage your leads using various actions:


Verify your leads

If you did not verify your leads when you imported them, you can still do this inside your list of leads.

If you wish to select individual leads to verify, check the leads you want to verify; a blue actions menu will pop up, giving you different actions. Click on Verify leads.

If you want to verify all leads in the people's list or all leads on that page, click on the check box on the left side of the Full name collum and select the option you prefer. Now select Verify leads.

Before the verification starts, we'll ask you to confirm your action and let you know how many Verification Credits will be used.

💡If you're part of a team, only the Team Owner and Admins have the possibility to verify all leads. Should you be a member of a team, by verifying all leads, you will only verify leads that belong to you.

The Verification status column displays a green Valid checkmark for verified emails. To view the Verification status column, scroll to the right to access additional columns.

Try scrolling to the right if you don’t see the Verification status column. You can customize the columns displayed by clicking the plus sign (+) and selecting the columns you’d like to view. By clicking on Update, the columns will be displayed accordingly.

👉 If you wish to verify any email you add to your leads automatically, you can configure this on your Leads Settings page. In the Leads page, click on Settings at the bottom of the left sidebar. Simply check the Automatic leads verifications option and save your settings.


Filter your leads

You can filter all your saved leads by using dedicated filters.

  1. Start by clicking on the Filters button.

  2. The + Add filter button will show up on the left side.

  3. Select the filter(s) you want to add to your list one by one.

  4. Choose between Contains to add a specific keyword, Has any value to see all results that contain any value within the filter, or Is empty to see the leads that don't contain any information on the filter applied.

You can clear all your filters by clicking the Clear all filters button at the top right of the leads page.


Tag your leads

You can add unlimited tags to your leads or companies, allowing you to organize and categorize them based on specific criteria. This allows you to customize your lead management and apply filters to find leads easily.

  • Make the Tags column visible

First of all, to start tagging your leads or companies, you must make sure the Tags column is visible. To do so, simply slide to the extreme right, click on the plus (+) sign as shown below, check the Tags checkbox, and click on Update.

  • Add a tag to a lead

Now that you can see the Tags column start tagging your leads. To add a tag to one of your leads or companies, simply hover over the lead's row inside the Tags column and click on + Add a tag.

Now select an existing tag or create a new one by giving it a name:

  • Filter your leads by tags

It is possible to filter your leads or companies by tags and use tag filtering in combination with other filters:

If you just wish to filter your leads or companies by tags, you can also directly click on the Tags column and check the tags you want to filter by.

  • Edit your tags

To edit your tags, simply click on the three dots, change the name, pick a different colour, or delete the tag.

💡 It is not currently possible to bulk edit tags for a list of leads or to tag leads during a lead import.


Find emails for your leads inside the Leads section

You can save or import leads even without an email address and choose to find the associated email later. This allows you to manage all your prospects in one place and enrich their details as needed.

💡To save a lead without an email, you’ll need at least the full name and the company name or domain.

Once the contact is saved, you can find the associated email using our Email Finder functionality from inside the People's section in Leads. Simply click the magnifying glass icon in the Email Address column of the lead’s row, or open the contact card of that specific lead and click on Find email Address.


Contact your leads

There are two ways to contact your leads from the Leads page:

  • From the view button

Click on the eye symbol visible on the right side of the selected lead's row;

The lead's contact page will pop up. Click on Send an email to contact the lead directly;

  • From the three dots

Click on the three dots on the selected lead's row, and select Send an email. A popup email page will appear.

💡Note: If you haven't connected your Gmail or Google Workspace account to Hunter yet, you will first need to sign in with Google to set up the integration.

A pop-up window will appear, where you can compose an email and send it directly from Hunter.

  • Add leads to a new or existing campaign

You can also set up automated email campaigns to several leads at a time. Learn how to get started with Hunter Campaigns.

To add leads to a new or existing email campaign, simply select the leads and select the option you prefer from the blue actions menu.


Export your leads

Your list of leads can be downloaded easily as a CSV file by clicking the Export to CSV button located under the three dots that will appear once you select the leads you wish to export.


Add notes to your leads

You can easily collaborate within a team or leave important information about a specific lead, by adding a note on the lead's page:


Move your leads to a different people list

You can easily move your leads from one list to another. To do so, while on the original people list, select the leads you would like to move, click on the three dots and select the option Move to a list.

A popup window will appear. Select the destination list and confirm the change by clicking on Move leads.

💡You cannot move leads from the All people list. Leads can only be moved from one people list to another people list.


How to delete your leads

You can delete your leads in the Leads section on your dashboard in two ways:

  • Select leads manually: To delete a single lead or a few leads, select them, click on the three dots in the blue actions menu, and then select Delete.

  • Delete a people list: You can also delete an entire list of people by clicking on the list's title at the top and selecting Delete. The All People list can't be deleted.

💡If you're part of a team, only the Team Owner and Admins can delete leads that don't belong to them. If you are a team member, you will only delete leads that belong to you; every other lead will be simply skipped.

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