Creating a folder to save a profile (Dashboard)

How to create folders in ContactOut Dashboard to save a profile.

Steps: 

1. Go to the ContactOut Dashboard and click the ‘+ Create folder’ button. 
   
   
   
   

2. Type a suitable folder name.
   
   

   Tip: You can make the folder a Default folder to save your new leads by selecting ‘Save all new leads to this folder’ or else deselect the option. 

   
   

   Tip: You can select the ‘Share with team?’ option to allow your team members to access the leads in this folder.
   
   

3. Click the ‘Save Folder’ button.
   
   

Check your saved folder. 

Editing a saved folder

Steps:

1. Go to the ContactOut Dashboard.
   
   
2. Click the 'Folder:' button.
   
   
3. Click the edit symbol present besides the folder name. 
   
   
4. You can edit the folder name, default settings and/or the team sharing option.
   
   
5. Click the 'Update Folder' button to save the changes.
   

   
   

    
6. To check the edited folder, click on the Folder: button. 

   

Viewing saved leads

How to view leads saved by you and your team.

Steps:

1. Go to the ContactOut Dashboard.
   
   Click the 'Display:' button and choose between:
   1. Team leads:  You will be able to see all the leads which your team members have shared.
   2. My leads: You will see all the leads saved just by you.

      
      

      

Searching for a lead

How to search for a lead in ContactOut Dashboard.

Steps: 

1. Go to the ContactOut Dashboard.
   
   
2. Choose between Display: my lead or team lead.
   
3. Type information about the lead on the Search bar on top of the screen.

Note: 

• You can search a lead using details like name, contact information, location, work experience, etc.
• In case you are not able to find your lead from the search bar, check if you are in the right display (my leads or team leads). 

Exporting leads

How to export leads to greenhouse, Salesforce or a .csv file by ContactOut's export feature. 

Steps:  

1. Click the 'Export leads' button on the ContactOut Dashboard.
   
2. Select from three export leads options:
   
   1. Export selected: You can select leads by ticking their profile and export those leads.
      
   2. Export folder: All leads from the chosen folder will be exported.
      
   3. Export all: All leads will be exported.
      
3. Select the export to the location: CSV file, Greenhouse, or Salesforce.
   
4. Finally, click the Export button.