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An empty pipeline is a sad pipeline. Let’s get it filled with high-quality leads! Prezence AI offers several ways to import leads, so you can choose the method that best fits your workflow.

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Method 1: Automated Importing with Search Campaigns

The most powerful way to import leads is by using Search Campaigns. This feature allows you to automate the process of finding and importing people on LinkedIn who match your Ideal Customer Profile (ICP).
  1. Set Up Your ICP: Before you can run a search campaign, make sure your ICP is configured.
  2. Create a Campaign: Navigate to the Search Campaigns section and click “New Campaign”.
  3. Define Your Search: Give your campaign a name and confirm the ICP you want to use.
  4. Launch: Start the campaign, and Prezence AI will begin searching for matching profiles on LinkedIn and automatically adding them to your “New” pipeline stage.
This is the recommended method for continuous, hands-off lead generation.

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Method 2: Importing from a LinkedIn Search URL

Have you already run a search on LinkedIn and have a list of people you want to import? You can simply paste the LinkedIn search URL into Prezence AI.

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Step-by-Step Guide

  1. Identify Your Target Audience:
    • Determine the job titles or roles that match your ICP
    • Consider using AI tools like Claude to generate a comprehensive list of relevant job titles
  2. Create Labels for Organization:
    • Before importing leads, create labels in Settings to categorize your leads
    • These labels will help you organize and filter your leads later
  3. Perform a Search on LinkedIn:
    • Go to LinkedIn and search for your target job titles
    • Use the “1st” filter to find people you’re already connected with
    • You can further refine by location or other criteria using “All Filters”
  4. Copy the Search URL:
    • After running your search, copy the entire URL from your browser’s address bar
  5. Import in Prezence AI:
    • In Prezence AI, go to the Searches section
    • Click “Add Search”
    • Name your search (e.g., “SDR Demo”)
    • Paste the LinkedIn search URL
    • Select the appropriate label for these leads
    • Click “Save”
  6. Working with Imported Leads:
    • After a few hours, your leads will appear in the “New Leads” section
    • You can filter by connection tier:
      • Tier 1: Already connected (ready to message)
      • Tier 2/3: Not connected (need to send connection requests first)
    • Select leads and use “Send Invitation” to queue connection requests
    • Connection requests are sent gradually (every 30 seconds to 2 minutes) to stay within LinkedIn limits
  7. Creating Custom Views:
    • Filter your leads by connection status, labels, or other criteria
    • Save these filters as custom views for quick access
    • Use these views to efficiently work through your outreach process

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Method 3: Manual Lead Creation

Sometimes you might have a single, high-value lead you want to add quickly.
  1. Click “Add Lead”: From the Leads Dashboard, click the “Add Lead” button.
  2. Enter LinkedIn Profile URL: Paste the URL of the individual’s LinkedIn profile.
  3. Add to Pipeline: Prezence AI will fetch their profile information and add them as a new lead in your pipeline.
Now that you know how to import leads, the next step is to learn how to effectively manage them using Pipeline Stages.