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Prospecting Tools
Guides for LeadSprout prospecting tools — intent, area, and property prospecting, plus list-to-CRM pipeline workflows.
Core (CRM & Workspace)
Contacts, companies, campaigns, funnels, and your unified inbox.
LeadSprout (Sales)
Deals, prospecting, calls, SMS, email, booking, documents, and quotes.
MarketBoost (Ads & Social)
Run ads, schedule social, manage listings and pixels.
Ardament (Websites & Chatbots)
Build sites, landing pages, forms, and chatbots.
Storycraft (AI Content)
AI writing, graphics, photos, and video.
Buffollow (Support & Loyalty)
Tickets, AI agent, CSAT, knowledge base, memberships, and referrals.
Latest articles
Import and export contacts with CSV
Use the CSV wizard to add contacts or update matching contacts in bulk. Export downloads the contacts that match your current search and filters.
Review a contact record
Open a contact to review their details, activity, communications, and related work in one place. This example reviews Core Demo Avery, whose record is linked to Summit Demo Company.
Organize contacts with lists
Lists group contacts for use elsewhere in your account, including campaign audiences. Choose a static list to select members yourself, or a dynamic list to let filters determine membership.
Find contacts and save a view
Use search and filters to narrow your contact list. Save a useful combination as a view so your organization can return to it.
Add and update contacts
Keep a person's details together in Core. Add a contact, find the saved record, and update it as your information changes. This example uses Core Demo Avery.
Complete or reopen a task
Mark a task complete when the work is finished. Reopen it if it needs attention again.
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