Please note: this article only applies for users who've been approved for campaigns, since you can't access leads for campaigns until you've completed a training module for a campaign, submitted an audition, and been approved for a campaign. If you'd like a refresher on how that process works, you can go to our Everything About Campaigns collection and review the topics there.
General Pool of Leads
Each campaign has a general pool of leads, which are rows of prospect data uploaded into the campaign. The goal of any campaign is to convert as many of the leads into qualified meetings as possible.
Each lead has the following type of useful data:
Contact Name (always)
Contact Email (always)
Contact Title (always)
Contact Business Phone (at minimum either one business phone or mobile phone number)
Contact Mobile Phone (at minimum either one business phone or mobile phone number)
Contact Linkedin URL (sometimes)
Contact's Time Zone (based on phone number area code)
Business Name (always)
Business Website (mostly)
Business Headcount (mostly)
Business Revenue (sometimes)
Business Industry (mostly)
Business Location (mostly)
Custom Context (sometimes, e.g. "this prospect last visited the campaign company website on...")
Some campaigns may have 500 leads in the campaign. Some campaigns may have 100,000 leads in the campaign. Some campaigns may have 3,000 available leads in the campaign. You can see the number of leads available at any given time on a campaign by opening our chat window in the bottom right to pull up lead stats for campaigns you're approved for:
These leads are sourced from various datasources, including, but not limited to: Zoominfo, Apollo, Cognism, PeopleDataLabs, and other proprietary databases.
When a campaign is active, we're constantly monitoring the data quality of the pool of leads to provide the best shot for approved users to convert leads.
How to Grab Leads from the General Pool of Leads
To access leads from this General Pool of Leads, go to the Leads tab and click "Working Lists".
Once you're here, you'll be able to select from a number of different lead lists in a dropdown. The section on the far left, "Top caller lists," will show you lead lists for your approved campaigns where you can pull in leads to work.
To the right of the "Top caller lists," you'll also see two columns, called "Fixed Lists" and "Custom Lists". You can learn more about how to use these lists in this article about how we use lead dispositions to move leads in and out of lists, but for now let's keep going.
Once you've selected a campaign you want to work on from your lists, you should notice to the right that there are two orange and blue tabs: "Nurture leads", and "Cold leads". If you click between the two, you can toggle between them. We explain the difference between the two in this article about how we use lead dispositions to move leads in and out of lists, but for now, you'll want to select the 'Cold leads' button so you can access your leads for a campaign:
From here, if your "Cold leads" section is empty, you'll see a black "Load more accounts" button that you can press. This will pull leads from the general pool of leads for that campaign into your list view.
If you press this button, one of two things will happen:
SUCCESS! You'll be assigned a batch of leads from this general pool, and you'll see a greyed out "Load 50 more accounts" option in the bottom right of your screen (yay! you can now work these leads)
or 2. There are no leads available in the general pool (this rarely happens), in which case you should message us so we can assign you more leads manually:
How to Grab More Leads from the General Pool after You've Called through the Initial Lead List You've Pulled
If you navigate to the 'Cold Leads' tab below and it's empty, you'll see a "Load more accounts" button that you can click to add more leads to your list for your campaign.
If you've called through this list of cold leads and there are no leads available to call, but your 'Cold Leads' view is still populated with leads (this would happen if they're on a cooldown period, look for the "Load more accounts" button on the bottom right of your screen. If you click it, it should pull more leads into the campaign:
Frequently Asked Questions or Issues Related to Lead List Assignments
I could have sworn I had some leads in my cold section for a campaign but they're gone now. Where did they go and how can I get more leads?
Answer: We reset your cold lists on campaigns every morning at 8am EST to rotate in fresh leads and ensure you have a good variety of different leads. If the list is empty, follow the instructions above to pull more leads into your campaign list!
Also, we automatically remove leads from your lists if you've dispositioned them negatively, so that you can focus on conversations and touchpoints with leads that are likely to convert into income for you. You can read more about all the dispositions and how they get moved out of your cold leads section in this article about how we use lead dispositions to move leads in and out of lists.
I have leads in the cold list that I had conversations with that I want to save and work/keep for myself a bit longer instead of having them gone every morning. How can I 'save' and hold onto these leads?
Answer: If you're dispositioning the leads properly, such as scheduling follow-up times, the leads will move from being a 'Cold lead' to a 'Nurture lead', which will stay with you and that you can work for longer, so that you can hold onto those leads.
I ran out of leads to call in my assigned list. How can I get some leads to call?
Answer: Scroll up in this article and follow the instructions to pull more leads!
I'd like to hold onto my leads a little bit longer because I've been busy. How can I do this?
Answer: If they are leads you've had conversations with and are in 'Nurture leads,' we automatically save and hold onto these leads for you (up to a certain reasonable point in time). For example, we might reassign leads if you set a follow-up time for 2 days from now and it has now been over two weeks since you've been active on a campaign and there has been no activity made into that lead.
We reserve all leads you've actively saved/are in your nurture lists until we've seen that there have been 3 weeks of inactivity on the campaign by you. So if you're still active and working on the campaign periodically, this counter resets. If there is no activity for 3 weeks, we can and do reassign even nurture leads.
If they are cold leads, you can always jump back onto the platform and follow the instructions above to pull more leads.
I just got approved for a campaign and I'm not seeing the campaign showing up in the "Top Caller Lists" section. How do I have it show up?
Answer: This shouldn't happen - please message us in the chat window so we can see what's going on.
What are Nurture leads and what are Cold leads?
Answer: You can read more about Nurture leads (which are leads that you can save and work for longer) vs Cold leads in this article about how we use lead dispositions to move leads in and out of lists.
I'd like to see how many leads are available in the General Pool for a campaign I've been approved for. How can I see this?
Answer: You can see the number of leads available at any given time on a campaign by opening our chat window in the bottom right to pull up lead stats for campaigns you're approved for. See below:
I keep seeing a 'No more leads available' message but I've checked the number of available leads and it shows that there are leads available in the general pool. How do I troubleshoot this?
Answer: Message us and we can look into it! (It should not be happening).
I keep seeing a 'No more leads available' and I've checked the number of available leads and it unfortunately does show that there are no more leads available in the general pool. What should I do?
Answer: Message us so we can try to add more leads into the general pool. In the mean time, we would recommend working on other campaigns you're approved for that do have leads available in the general pool!
Can I import my own leads to a campaign? And if I do so, are they only accessible to me or to others?
Answer: You can certainly bulk source your own leads for a campaign! You can learn how to import your own leads to a campaign in this article about how to import your own lead list into a campaign. Leads you import/self source are never shared with other reps on the campaign. They are yours and yours alone to work.
The leads that are being pulled are not great. The data quality is low, the titles are off, or the leads have been reached out to many times. What can I do about this?
Answer: We have a dedicated team whose sole responsibility is to monitor lead data quality and improve them over time based on caller feedback. To quickly triage, please
Post a message in the campaign sales floor (you can read more about how campaign sales floors work in this article about Campaign Sales Floors so both Glencoco and the client has context. The more specific feedback you can provide (wrong titles and why, wrong company targeting and why, as well as what you think should be the right titles or company targeting based on your prospecting on the campaign), the quicker we can build lists for you and clean up the campaign lead quality
After you've done 1., optionally start a chat with us and request to get on a quick call about lead data quality. Our team will arrange a short 15 minute live video call so we can review your feedback and quickly start improving the lead quality.
Can I search in your database for more leads and titles?
Answer: Yes, kind of. While you can't query our entire database, for any given company already in your lead list, you can search for more contacts. You can read more about searching for more leads at a given company on your list in this article about searching for leads at companies.