Managing CRM Contacts

LeadFinder Pro includes a full CRM to manage your sales relationships from first touch to closed deal.

Adding Contacts

There are several ways to add contacts:

1. From Leads: Click "Add to CRM" on any discovered lead
2. Manual Entry: Click "Add Contact" on the Contacts page
3. CSV Import: Bulk import from spreadsheets
4. Chrome Extension: Capture contacts from any website

Contact Fields

Each contact record includes:

• Name, email, phone
• Company and job title
• LinkedIn URL
• Lead score (AI-calculated)
• Status (new, contacted, qualified, customer, lost)
• Custom notes and tags

Organizing Contacts

• Filter by status, lead score, or assigned rep
• Sort by name, company, score, or date added
• Search across all contact fields
• Bulk actions for efficient management

Lead Scoring

Every contact receives an AI-calculated lead score (0-100) based on:

• Email engagement (opens, clicks)
• Activity recency
• Deal pipeline position
• Profile completeness
• Interaction frequency