Lead Pilot - Help Center

Manage Contacts

Using your contacts list

15 articles

Written by Joe Hansen and Brian Reynolds

Exporting Contacts

How to export your contacts to CSV or delete them

Written by Joe Hansen. Updated over a week ago

Manually Add a Contact

Adding clients and leads to your contacts list

Written by Brian Reynolds. Updated over a week ago

Create & Edit Lists

Making custom lists of contacts to send emails to

Written by Brian Reynolds. Updated over a week ago

Create & Edit Segments

Generate smart groups of contacts by characteristics

Written by Brian Reynolds. Updated over a week ago

Integrating with Riskalyze

Connecting Lead Pilot to Riskalyze

Written by Brian Reynolds. Updated over a week ago

Integrating with Wealthbox

Connecting Lead Pilot to Wealthbox

Written by Brian Reynolds. Updated over a week ago

Integrating with Redtail

Connecting Lead Pilot to Redtail

Written by Brian Reynolds. Updated over a week ago

Edit an Existing Contact

Changing contact details

Written by Brian Reynolds. Updated over a week ago

View Contact Details

See contact information

Written by Brian Reynolds. Updated over a week ago

What are Profile Insights?

Additional contact information

Written by Brian Reynolds. Updated over a week ago

View Contact History

See when contacts have opened and clicked emails and more

Written by Brian Reynolds. Updated over a week ago

Sort Contacts

Change view of contacts list

Written by Brian Reynolds. Updated over a week ago

Understanding the LEAD Score

Making sense of a contact's score

Written by Brian Reynolds. Updated over a week ago

Bulk Delete Contacts

Erase contacts from Lead Pilot

Written by Brian Reynolds. Updated over a week ago

Subscribe or Unsubscribe a Contact from Emails

Adding or removing a contact from receiving emails

Written by Brian Reynolds. Updated over a week ago