In our CRM, we have two types of users: a donor, and a lead. A donor is someone who's made a donation. You can view them through My Donors, and put them into Donor Groups.
In addition to donors, you can add and manage Leads. Leads are contacts that you've collected - it could be an email address from a petition, or the name of a potential donor who you've researched but not yet received a donation from.
You can view all of your leads in My Leads.
There are 4 filters that you can use when searching your leads:
Search by name or email address
Filter by country
Filter by language spoken: Hebrew or Latin (Latin refers to Latin characters, like in English, French, and Spanish).
Filter by lead list (below you can read more about lead lists).
When you're ready, click "search leads" (or "remove filters" to start over).
Based on your selection, you'll receive a list of results:
An ID number
The lead's first name and last name (if they exist)
To edit a lead, click the pencil icon. To delete them, click the trash icon.
If you want to save these results as mailing a list (what we call a lead list), just select the list name and click "+ Add". So, for example, if you use the Country filter to show me all leads from Australia, I can then add all of the results to my list called "Australia Leads".
If you want to save the results in a new list, just create a new lead list and then return to this page.