It provides a centralized place to view, filter, tag, and manage leads across all connected LinkedIn accounts in your workspace.
Whether you’re managing outreach at scale or organizing follow-ups, Leads CRM helps you segment leads, add context, apply labels, and export key data in just a few clicks.
What Is a Lead?
A Lead is any LinkedIn profile that meets one of the following criteria:
Is a 1st-degree LinkedIn connection, or
Has an active conversation with one of your LinkedIn accounts
Leads CRM automatically collects and aggregates leads from all LinkedIn accounts in your workspace.
For example, if your team uses multiple LinkedIn accounts, Leads CRM will display a single unified list of all connections and active conversations across those accounts.
Filtering Your Leads
Leads CRM includes powerful filtering options to help you quickly narrow down your lead list for outreach, segmentation, or exports.
You can combine multiple filters to build highly targeted views.
Platform-Specific Filters
LinkedIn account (which account the lead is connected to)
Campaign source
Labels
Notes
LinkedIn-Based Filters
Current or past company
Location
Education
Skills
Interests
Languages
Pro tip
Combine filters like Location + Campaign source to quickly prepare targeted lead lists for localized outreach or exports.
Lead Management & Organization
Leads CRM includes tools to help you stay organized and keep context across your outreach workflow.
For each lead, you can:
Add notes to store important details or follow-up reminders
Apply labels to categorize leads by status, priority, or custom tags
Mark as favorite to pin important leads for quick access
Favorites are workspace-wide and independent of LinkedIn’s native starring feature.
Quick View Access
Clicking on any lead opens the Quick View, which is available throughout the platform - not just in Leads CRM.
This allows you to:
View lead details
Add or edit notes and labels
Manage lead information while actively chatting with prospects
For example, you can open Quick View directly from the inbox while replying to messages.
Pro tip 📔
Notes and labels sync instantly across the inbox and Leads CRM.
Lead Detailed View
Selecting See full profile opens the lead’s detailed view.
This page mirrors the lead’s LinkedIn profile and includes:
Work experience
Education
Licenses and certifications
Skills
Contact information
It also displays all internal data such as notes, labels, and campaign sources.
Messaging Leads
From both the Quick View and detailed view, you can click Send Message to jump directly into the inbox conversation with that lead.
Exporting Your Leads
Leads CRM allows you to export filtered lead data in seconds.
You can export:
LinkedIn profile details
Email addresses
Phone numbers
Labels
Campaign sources
Pro tip 📤
Use exports to power external CRMs, email campaigns, reporting tools, or analytics workflows.
Recap
Leads CRM centralizes all your LinkedIn leads in one place, helping you stay organized and efficient.
With advanced filters, lead management tools, seamless inbox integration, and easy exports, it’s designed to simplify every stage of your outreach process.