Leads

Projects

Keep each campaign's leads in their own place

What are projects?

Projects are containers that help you organize your sources and leads. Think of them as folders for different campaigns, clients, or use cases.

Creating a project

  1. Click "New Project" from the dashboard
  2. Enter a descriptive name
  3. Add an optional description
  4. Choose a color for easy identification
  5. Click "Create"

Ways to organize projects

  • By campaign:"Q1 Outreach", "Product Launch"
  • By industry:"Real Estate Agents", "Law Firms"
  • By location:"NYC Leads", "California Prospects"
  • By client:"Acme Corp", "Client XYZ"

Managing projects

Editing a project

Click the settings icon on any project card to update its name, description, or color.

Deleting a project

Project statistics

Each project card shows:

  • Total number of sources
  • Total leads collected
  • Last activity timestamp