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How to save a profile as a lead

Add a profile to the Pipeline so you can follow it without losing the analysis and sales context.

Step by step

  1. 1

    Open the analyzed profile

    In Search, open the result you confirmed as relevant.

    ProleadSync Search page where a profile analysis begins.
    Confirm the profile in Search before saving it.
  2. 2

    Add it as a lead

    Select the action to add the profile to your leads. If ProleadSync asks for an initial stage, choose the one that reflects the current relationship.

  3. 3

    Add essential context

    Record a short note about why the profile matters and set the next action when you already know what should happen next.

  4. 4

    Confirm it in the Pipeline

    Open the Pipeline and search for the username. The lead should appear in the selected stage.

If something does not work as expected

ProleadSync says the lead already exists.

Open the existing lead and update its stage, note or next action instead of creating another record.

The lead is not in the expected stage.

Refresh the Pipeline, confirm the selected filter and search for the username.

Next steps

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