Getting Started
3 min read

How to Create Your First Lead

Learn how to add and manage leads in OutReign

Creating Your First Lead

Adding leads to OutReign is simple and can be done in multiple ways.

Method 1: Manual Entry

  • Navigate to Dashboard → Leads
  • Click the "Add Lead" button in the top right
  • Fill in the lead details:

    • - Contact name (required)

    - Company name (required)

    - Email address

    - Job title

    - Phone number

  • Click "Save Lead"

    • Method 2: AI Lead Search

  • Go to Dashboard → Leads
  • Use the AI search bar at the top
  • Enter a natural language query like "marketing directors at tech companies in New York"
  • Select leads from the results to save them

    • Method 3: Import from CSV

  • Navigate to Dashboard → Leads
  • Click "Import Leads"
  • Upload your CSV file
  • Map the columns to OutReign fields
  • Click "Import"

    • Tips for Better Lead Management

  • Add detailed notes to track conversations
  • Use tags to organize leads by campaign or source
  • Set follow-up reminders using activities

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