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How to manage a list of clients and leads?
How to manage a list of clients and leads?
Centralize your leads and prospects to close new clients, in 3 easy steps
Simo Lemhandez avatar
Written by Simo Lemhandez
Updated over a week ago

Step 1: Build live list of clients & leads

There are 4 ways to centralize your contact data on folk:

  1. Go to your Settings and click Connect a Google account to sync your Gmail addresses and automatically import all the new clients you meet with or have an event with.

  2. Download the folkX extension to add potential prospects from LinkedIn or Twitter.

  3. If you already have a list of leads in existing tools, like XLS, ATS tools, or Notion, import them in one click.

  4. Connect any custom integration using Zapier.

Step 2: Engage with your leads & clients with customized emails

  • Communicate with your clients using ultra-personalized messages to send news, followup on deals and close up your next opportunities.

  • Create and use templates to speed it all up.

Step 3: Track & follow up on your sales workflows

  • Create pipeline views to track every step of your sales process.

  • Track your team’s latest interactions with your potential clients to know who needs to follow up and when.

  • Add shared notes about your meetings & calls.

  • Create reminders to follow up when needed.

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