How To Use The "LEADS" Tab
How to Use the Leads Tab and Its Difference from Saved Searches in Probate Data
- What Is the Leads Tab?
- The Leads Tab is for saving and organizing refined lists of leads that you want to work on later.
- It allows you to save specific search results, revisit them, and download them as needed.
- How to Create a Lead List
- Perform a New Search (e.g., Nevada, Clark County, June 2023).
- Refine your search using filters (e.g., “Available” properties with phone numbers).
- Once the results are narrowed (e.g., 34 cases), select all or specific records.
- Instead of downloading, click Save to My Leads, give the list a name (e.g., “Nevada Out of State”), and save it.
- You can create multiple lead lists and add new records to existing lists.
- How to Access and Manage Leads
- Go to the Leads Tab to view your saved lists.
- Select a lead list and review the records. Note: Filters cannot be modified for saved lead lists.
- From here, you can:
- Download individual records or the entire list.
- Remove records from the list if needed.
- Difference Between Leads and Saved Searches
- Leads Tab:
- Stores specific lead lists for manual follow-up and management.
- Allows you to add or update lists over time.
- Saved Searches:
- Used primarily for setting up alerts.
- Automatically notifies you via email when new cases matching the saved search criteria are uploaded.
- Use Case Example
- Leads Tab: Save a refined list of “Nevada Out of State” leads and revisit later for targeted outreach.
- Saved Searches: Set up an alert for cases in Orange County or Sarasota County with emails and phone numbers, and get notified of new matching leads.
Summary: The Leads Tab is for saving and organizing refined lead lists for future work, while Saved Searches are designed to automate updates and send alerts for new cases matching your criteria. Use both tools to optimize your prospecting process.
Updated on: 09/07/2025
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