Lead mining

Lead mining allows users to automatically generate new leads inside the CRM system. By applying specific filters—such as region, company size, or industry—you can ensure that the leads generated match your target audience and business goals.

Configuration

To enable lead mining:

1. Navigate to CRM app ‣ Configuration ‣ Settings

2. Activate the Lead Mining option

3. Click Save

Generate leads

Once enabled, a Generate Leads button becomes available in multiple locations:

• CRM app ‣ Sales ‣ My Pipeline

• CRM app ‣ Leads

• CRM app ‣ Configuration ‣ Lead Mining Requests

Click Generate Leads to open a configuration window where you can define your targeting criteria.

Target selection

You can choose the type of leads you want to generate:

• Companies: retrieves general company-level information

• Companies and their Contacts: includes both company data and individual contact details

Note

When selecting Companies and their Contacts, additional filters such as Role and Seniority become available.

Filtering options

To refine your results, use the following filters:

• Countries: target specific geographic regions

• States: narrow results further within a country

• Industries: focus on particular business sectors

• Company Size: enable this option to define a range based on employee count

• Sales Team: assign generated leads to a specific team

• Salesperson: assign leads directly to a user

• Tags: automatically apply tags to categorize leads

Important

Ensure compliance with data protection regulations (such as GDPR) when collecting and using contact information.

View generated leads

Once leads are generated, they are automatically assigned based on your selected configuration.

To access them:

• Go to CRM app ‣ Leads

• Open a record to review detailed information

The activity thread (chatter) may include additional insights such as:

• Company size

• Technologies used

• Timezone

• Contact details

Note

If the Leads feature is disabled, generated records will appear as opportunities instead.

To enable leads, go to CRM app ‣ Configuration ‣ Settings, activate Leads, and save.

Pricing

Lead mining operates on a credit-based system.

• Each generated lead consumes one credit

• Selecting Companies and their Contacts may use additional credits per contact

For detailed pricing, refer to the lead generation service.

To purchase credits:

• Go to CRM app ‣ Configuration ‣ Settings

• Locate the Lead Mining section

• Click Buy Credits

Alternatively, credits can be managed via the Settings app under the services section.

Note

Some users may receive complimentary credits for testing purposes, depending on their subscription or environment.