The Academy

Becoming a better saleperson

Organizing Your Daily Activities

Organizing your sales activity

Prospecting lists are Excel-like sheets available inside no crm.io. They are mainly used to work on a large numbers of unqualified leads, aka suspects. You can work on these contacts exactly like you would on an Excel document or any other spreadsheet; however, once a suspect is qualified, you turn it into a lead in the system with a single click.

Prospecting lists can also be used to start a brand new list of suspects inside the service so that you don’t have to use two different services.

In addition to this, prospecting lists can be used to import existing qualified leads you may already have. Despite this, it isn’t possible to turn all the rows of a prospecting list into leads en masse, as we want to make sure you only create qualified leads.


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