Learn how to manage your leads in Yess.

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What Are Leads?

Leads represent your potential customers and contacts that you want to engage with. Each lead contains key information like name, email, company, title, linkedin profile, and other relevant data to help you personalize your outreach.

Leads Overview

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Key Features

Lead Information

  • Contact details (email, phone, etc.)
  • Professional info (company, title)
  • Social profiles (LinkedIn, Twitter)

Lead Management

  • Add leads manually or via import
  • Organize leads into lists
  • Track engagement history

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Managing Leads

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Adding Leads

You can add leads in several ways:

  • Form: Add leads manually
  • CSV file import
  • Linkedin URL: Add leads from a Linkedin URL
  • Chrome Extension: Add leads from Yess Chrome Extension

You can also add leads from your CRM with our Salesforce / Hubspot integrations

Uploading leads from the extension can also be done in bulk.

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Lead side bar

Each lead profile includes:

  • Basic contact information
  • Company details
  • Social media profiles
  • Engagement history
  • List memberships
  • Sequence enrollments

Leads can be enriched automatically with additional data from various sources to provide more complete profiles.

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Lead Operations

Common operations you can perform on leads:

Basic Actions

  • Add new leads
  • Edit lead information
  • Archive/delete leads

Advanced Features

  • Enroll in sequences
  • Add to multiple lists
  • Track engagement metrics

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Best Practice Guides

Add leads from extension

How to add leads using our Chrome extension

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Lead Management Features

Yess provides powerful lead management capabilities including:

  • Advanced search and filtering
  • Bulk operations and updates
  • Data enrichment
  • Engagement tracking
  • Custom fields and tags