Popl Leads (or Contacts) are collected through various methods like sharing digital business cards, scanning, manual entry, or CSV import. Users can view, edit, filter, and organize leads in the dashboard, with advanced tools like tagging, exporting, and bulk actions available for Pro+ and Teams plans.

This ensures seamless follow-up and streamlined lead management across individuals and teams.

Popl Leads and Popl Contacts are interchangeable terms. If you are on an individual plan (Free or Pro), you will see Contacts. If you are on a Teams plan, you will see Leads.

A Lead or Contact in Popl can be created in several ways, depending on how you share your digital business card and capture a lead.

A lead or contact is automatically created when:

You or a team member shares your Popl digital business card via:

Paper Business Card – Scan using the Business Card Scanner

Digital Business Card – Upload PDFs or images via the Universal Digital Card Scanner

Event Badge – Scan badges using the Event Badge Scanner

Popl-to-Popl – Leads are automatically created when two Popl users connect

CSV Import – Bulk upload leads through the dashboard

Manual Entry – Add individual leads directly in the dashboard

As an individual user or Teams member, you are only able to view your leads or contacts.

As a Teams admin, you can view all leads made by the team.

To view and manage leads or contacts:

Each lead or contact entry provides:

Contact info collected at the point of interaction

AI-enhanced data (like company info, title, industry, etc.)

Tags

Who the lead connected with

Lead type (e.g., QR scan, badge, manual)

CRM syncs

Connection date

Access this information by clicking on the lead or contact from the dashboard or tapping it in the mobile Popl App.

You can export your leads or contacts by CSV or a CRM integration on your Popl dashboard only.

1. Navigate to your leads page.

2. Select the leads you would like to export.

3. Click on Export in the top right of the page.

4. Then select whether to export your leads as a CSV file or to your integrated CRM.

You may want to import leads into Popl to keep all of your previous and new leads in one place. You can do this in two ways: CSV Import or Manual Entry.

Need to upload a list of leads quickly? The CSV import option lets you bring in multiple contacts with just a few clicks.

1. Go to the Leads tab in your Popl dashboard

2. Click + Add Leads

3. Select Import via CSV

4. Upload your CSV file

5. Map Your Fields

You'll be prompted to match your CSV columns to Popl’s lead fields:

Take a moment to double-check these - accurate mapping ensures clean, usable data!

6. Final Step: Import!

Click Import Leads and watch your contacts flow into the dashboard.
You’re now ready to manage, tag, and sync your new leads 🚀

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Need to quickly add one contact? Use the manual entry option to create a single new lead in just a few steps.

1. Go to the Leads tab in your Popl dashboard

2. Click + Add Leads

3. Select Create New Lead

4. Enter Lead Info

You can now:

5. Final Step

Click Create Lead
Your new contact will now appear on the Leads page!

Use test leads to explore lead fields, exporting, and assigning—without using real data.

1. Click + Add Leads

2. Select Create New Lead

3. Click Autofill Test Lead

4. Final Step

Click Create Lead
You’ll now see your test lead listed on the Leads page!

Each lead entry in Popl is fully customizable, so you can keep your lead data clean, organized, and up to date.

For any lead, you can:

Edit their information

Save as a contact in your phone's address book

Send an email directly from the dashboard

Add tags for easy filtering and organization

Reassign the lead to another team member (Teams only)

1. Click into the lead from the Leads page

2. Select Edit

3. Make your updates

4. Click Update to save your changes

Admins can view all leads, while team members only see their own with limited filter options.

Use the filters at the top of the Leads tab to sort by:

Subteams – Filter by specific groups or teams within your organization

Members – View leads captured by individual users

Campaigns – Group of leads tied to a specific outreach or event

Tags – Custom labels added to organize and segment leads

Export Status – Shows whether a lead has been exported or not

Lead Type – How the lead was added (e.g., scanned card, Popl link, CSV upload)

Engagement Level – Whether a lead connected with one or multiple team members

Date Range – Filter by when the lead was collected

This makes it easy to organize and analyze your data quickly 🧹

Need to manage multiple leads at once? Popl makes it easy with bulk actions - saving you time and keeping your workflow efficient.

Bulk actions appear when you click Select all on the Leads tab. A black action bar will appear at the bottom of the screen with the following options:

Add to Campaign – Assign selected leads to a specific Popl campaign for targeted messaging

Add Tag – Apply a custom tag to organize and filter selected leads

Remove Tag – Remove existing tags from selected leads in one click

Reassign – Transfer selected leads to another team member for follow-up

Send Email – Email all selected leads at once for outreach or updates

Export – Download selected leads as a CSV file or send them to a connected CRM (like Salesforce or HubSpot)