A lead is a potential contact for you and your organization. Saving leads in Hunter helps you keep a record of new people to contact to better automate your marketing efforts or save important professional contacts.
The leads in Hunter are organized in different lists that you can manage according to your needs.
In this help article, you will learn how to:
How to Save leads to Hunter?
There are several ways to add leads to Hunter.
From the Leads page
They can be added one by one directly from the Leads page.
Go to the Leads section of your account, select the list of leads where you want to create your lead from the left panel, and click the + New Lead button;
A popup page will come up to complete the fields with the lead’s information;
You can also add custom attributes by clicking the + New custom attribute button.
A popup will appear to add the name of the attribute. You can add up to 50 custom attributes;
If you only have the email address and the full name, Hunter will automatically enrich the lead with additional public information at no cost.
While finding emails on Hunter's website
Leads can also be directly saved from the Domain Search or the Email Finder, by simply clicking on the "Save as lead" button next to each contact.
If you want to add the new lead to a specific Leads list, click the arrow next to the "Save as lead" button to open a drop-down menu. From there, you can choose an existing Leads list to save the lead or create a new one.
While using the Chrome Extension or Firefox Add-on
You can also save leads while surfing the web using Hunter's Chrome Extension or Hunter's Firefox Add-on by simply clicking the “+” button next to each contact you would like to save in your list of leads.
From a file
If you already have a list of leads you want to import in Hunter, the Leads Import feature will allow you to upload it. There are two ways to access it:
At the bottom left of the Leads page, select Import Leads and then +New Import;
At the top right of the leads page, click on the ⌄ arrow next to the +New Lead button.
Select a destination list. This can be a pre-existing list, or you can create and name a new list;
Upload your CSV or TXT file that contains your leads. Each lead will need to have at least an email address;
If you want to verify the leads as you import them, check the "Verify the email addresses" box. This option will use verification credits to provide a verification status to each lead you import;
On the next page, match each column of your file to the appropriate attribute. You can also create custom attributes, by clicking on the Create a new attribute option at the bottom of the dropdown menu.
After you start the import, the leads will be added to your selected list of leads. This process can take a few minutes if you have thousands of leads.
How to manage your existing leads?
Verify your leads
If you have not verified your leads when you imported them, this can be done directly from your list of leads.
Select the leads you want to verify, and in the "Actions" menu, click on "Verify leads".
Verified emails will have a green checkmark with the confidence score in the Verification Status column.
💡Note: If the verification status column isn't visible, manually select it at the top right button for Displayed columns.
💡Note: 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.
Check the Automatic leads verifications option and save your settings.
Filter your leads
You can filter all your saved leads by using dedicated filters.
Start by clicking on the Filters button in the top right corner;
The + Add filter button will show up on the left side below the Actions button;
Select the filter(s) you want to add to your list, one by one;
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.
💡Note: You can clear all your filters by clicking on the ''Clear all filters'' button, located at the top right of the leads page, below the ''Filters'' button.
ℹ️ To make collaboration easier, you can also select to only see the leads created by you or other specific team member(s) - by selecting the filter ''Team member'':
Set up filters for your Campaigns
Certain filters can be helpful in setting up new Campaigns and follow-up Campaigns:
The "Sending status" filter allows you to narrow down between the leads that had any kind of interaction with your Campaigns, and those who didn't or bounced. You can choose one or multiple filters.
In the "Sending status" section of your Leads, you can filter by the following statuses:
Replied | The recipient replied to the email. Click on the individual message to see the reply, or go to your Gmail inbox. |
Clicked | The recipient has clicked on a link inside the email. |
Opened | The recipient has opened the email. |
Sent | The message was sent, but none of the above statuses apply. |
Pending | The message has not been sent yet. |
Error | There was an error while sending the message. Reset your email account connection from the settings page, and contact us if the problem persists. |
Bounced | The message bounced and did not reach the recipient. |
Unsubscribed | The recipient unsubscribed from your campaigns. |
Never contacted | You have never sent an email to these recipients in the past |
The "Verification status" filter is helpful in understanding which leads are valid and which might not be, which can help you increase the deliverability rate of your Campaigns.
Here are the possible Verification statuses:
Accept all: the email server has the policy to accept all email addresses, which prevents us from finding out if a mailbox is set up for this address. There is a chance that the email could bounce.
Disposable: the email is temporary and should not be used. It has not been verified.
Invalid: the email cannot be used as it would bounce back.
Unknown: something is preventing us from knowing the verification status, such as a block or a time-out on the email server side. There is a chance that the email could bounce.
Valid: the email can safely be used.
Webmail: the email is a webmail (gmail.com, yahoo.com, etc.) and has not been verified.
Pending: the verification for this email was triggered but has not been perfomed yet.
Not verified: the email has not been verified.
Your list of leads can be downloaded at a time by clicking the Export to CSV button located under the name of each list of leads.
💡 You can also filter your leads by Custom Attributes in the Leads filter section, which allows you to set up targeted email Campaigns.
Example of a custom attribute:
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:
Transfer leads attributes during a CSV import
If a duplicate lead that contains new attributes is found in your CSV import, the lead's attributes will be automatically transferred to the original lead.
This means that all missing attributes in the original lead will be updated with the duplicated lead's information, making it easier to handle data integrations between different products.
Move your leads to a different list
One or more leads can be moved to a different list in just a couple of clicks.
While on the original list's page, select the leads you would like to move;
💡Note: You can select all leads from a list at once by clicking on the checkbox in the header next to the ''Email'' column;
Click the Actions button and then on the ''Move to a list'' button;
A popup page will appear. Select the destination list and confirm the change by clicking on ''Move leads''.
How to contact your leads?
There are two ways to contact your leads from your leads page.
From the eye button in the Actions column
Click on the eye symbol in the ''Actions'' column of the selected lead;
The lead page will pop up. Click on ''Send a message'' to send an email to the lead directly;
From the three dots in the Actions column
Click on the three dots in the ''Actions'' column of the selected lead;
Select ''Send a message'';
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.
Then, you can compose an email and send it directly from Hunter.
You can also set up automated email campaigns to several leads at a time. To learn how to set them up, read our help article about the Campaigns tool.
How to delete leads?
You can delete your leads in the Leads section on your dashboard in two ways:
If you want to delete a single lead, you can select it and click on the "Actions" button, and then click delete.
You can also click "Delete" on the three dots inside the lead's page.
💡Note: It's also possible to delete an entire list of leads, which will delete all the leads inside of it.
Click on your list name;
Select ''Delete''.
