Overview
Discover how to use every feature on the Shortlisted Opportunities page to maximize outreach, automate workflows, and expand your lead list with relevant prospects.
Requirements
❕ Make sure you have:
Access to your Leadsourcing account
Shortlisted some website visitor opportunities.
At least one campaign set up for launching outreach.
1. Shortlisted List
What you see: All website visitor opportunities you've marked as shortlisted, with enriched contact details like email, title, and company.
How to use: Review visitor contact info and roles to target qualified leads. Archive leads that are no longer relevant to keep your shortlist clean.
2. Export to Excel
Purpose: Download your full shortlist for external reporting, collaboration, or offline review.
How to use: Click “Export to Excel” to get your enriched lead list in a spreadsheet.
3. Send All to Campaign
Purpose: Instantly launch automated LinkedIn or other outreach sequences to all shortlisted leads.
How to use: Click “Send all to campaign,” select your campaign type, and Leadsourcing will handle bulk outreach, saving you manual effort.
4. Setup Workflow
Purpose: Launch everyone in your shortlist into your chosen outreach campaign workflow.
How to use: Select “Setup workflow,” pick your desired workflow (e.g., drip emails, nurture series), and all shortlisted leads are automatically included in your campaign.
5. Find Similar (Coming Soon)
Purpose: Expand your list by discovering opportunities who resemble your best website visitors.
How to use: Click “Find similar,” and Leadsourcing will suggest new prospects matching the profiles or patterns of your current shortlisted leads. Review and shortlist these new matches for future campaigns.
6. Individual Lead Actions
Archive: Move opportunities out of your shortlist if they’re no longer relevant, keeping your pipeline focused and efficient.
Tips & Best Practices
Use “Export to Excel” for custom analytics or sharing with teammates outside Leadsourcing.
“Setup workflow” streamlines campaign launches and ensures all shortlisted leads receive timely outreach.
Try “Find similar” regularly to keep uncovering fresh, relevant prospects that match your most engaged visitors.
Archive unqualified or outdated leads for better organization and higher response rates.
Support
Contact support for help with campaign setup, bulk exports, or optimizing “Find similar” results. Using these Shortlisted page actions ensures you reach, engage, and grow your target audience efficiently.