Common how-do-I questions

How do I export my leads?

Go to All Leads → "⬇ Export CSV" button at the top. Exports include every column visible in the dashboard.

How do I delete a list?

Sidebar → hover the list name → click the 🗑️ icon. Confirmation modal asks before destroying.

How do I rename a list?

Sidebar → hover the list name → click the ✏️ icon → type new name → Enter.

How do I add a single lead manually?

All Leads tab → "+ Add Lead" button at the top right.

How do I see who I've called today?

Mission Control or All Leads → click the "📨 Outreach today" filter chip.

How do I see leads I've followed up on but heard nothing back?

All Leads → "📞 Working" filter chip OR Mission Control's "Follow Up" pill.

How do I save a script / template?

Workspace sidebar → 📝 Scripts → New Script. Each template gets a name, channel (SMS / LinkedIn), and body. Variables like {first_name} and {property_address} auto-fill at send time.

How do I check my credit balance?

Top-left of the sidebar — the credits pill below "+ Upload data." Or Settings → Plan & Billing.