🪜Steps to Follow
Search for the Lead Data in Saleshandy
Log in to your Saleshandy account.
Navigate to the lead finder section and search for the lead data you need.
Export the Data
Select the leads you want to export.
Use the export option to download the lead data as a CSV file.
Edit the File
Open the CSV file in a spreadsheet editor (like Excel or Google Sheets).
Make the necessary edits to the lead data.
Import the Data to Persana AI
Log in to your Persana AI account.
Use the import function to upload the edited CSV file.
Enrich the Data in Persana AI
Use Persana AI’s enrichment features to add additional information to the lead data.
Add Custom Fields in Saleshandy if Required
If the enriched data includes new fields, log in to Saleshandy.
Navigate to the custom fields section and add the new fields.
Import the Prospect Data into Saleshandy Sequence
Export the enriched data from Persana AI.
Log in to Saleshandy and import the data into the appropriate sequence. Make sure columns are less than 50 if not kindly edit it.