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Step 03 · Find the people

Save leads to your pipeline and lists

Save the people you want to work into My Pipeline, one at a time or several at once into a people list.

Video 06 of 15 · 1:06

Step by step

  1. In Find, click the bookmark next to a person to save them to My Pipeline.
  2. To save several, tick them, type a name under "New list…" and choose "Create & add" (or pick an existing list and Add).
  3. Everyone you add to a list is saved to your pipeline too.
  4. Open My Pipeline to work your saved leads; your people lists are under Lists.
Try it in EI →Join Evolved Intelligence