Leads in Ocean.io make it easy to collect, organize, and manage interesting companies and contacts. Whether you’re planning outreach, tracking prospects, or managing potential clients, Leads act as your workspace for staying organized and keeping momentum in your sales or marketing efforts.
Once you’ve saved a company or contact as a lead, you can:
Search and filter within your leads to find specific contacts or companies.
Assign them to team members for clear ownership.
Export your leads in bulk.
Edit or remove leads that are no longer relevant.
Avoid duplicates by using the "Net new" filter to exclude already saved or exported leads.
💡 Tip: Think of Leads as a lightweight CRM — a place to store and manage potential customers without using credits unless you export or reveal contact details.
Adding a Lead
Found a company or contact you want to follow up with? Simply select it in your search results and click "Add lead".
The pop-up that follows, allows you to:
Assign the lead to a specific team member to keep responsibilities clear.
Add labels to your lead for easier filtering and organization. You can create custom labels to match your workflow.
Set a status for the lead, such as New, Low, Medium, or High priority, to help prioritize outreach.
Update labels or tags systematically to better organize leads based on status, priority, or other workflow criteria.
Viewing and Managing Leads
Visibility
Leads can be seen by anyone on your team.
The My Leads section (left-hand bar) shows only the leads assigned to you.
The All Leads section displays all leads, along with information on who each lead is assigned to.
Edit or delete a single lead
In the search table or quickview, click on the Lead icon to change the assignee, label and status. If you wish to remove the lead entirely, click on the "Remove lead" button.
Edit or delete leads in bulk
To manage multiple leads at once, use the checkbox at the top-left of the list, next to the Score column in the Results tab
or the checkbox at the top-left of the list, next to the Name column in the Leads section.
Selecting this checkbox will choose all leads currently visible on the page. You can also refine your selection using the bulk selection options:
Select all leads in your search results
Select a specific number of leads (e.g., “Select first 500 results”)
Clear selection
These options give you full control over how many leads you want to manage at once.
Once you’ve made your selection, choose an action from the action bar. For example, click Remove to delete the selected leads or set/update their statuses.
💡 Tip: Note that removing a lead will only remove it from your overview; it will not hide the lead going forward. To hide the lead going forward, check out our support article about hiding leads.
Search Inside Your Leads
Leads are static: they only consist of companies and contacts you’ve explicitly added.
Filters on your Leads pages help you find items within that saved set—they don’t add new results from outside your leads.
How to search and filter
Advanced Search Techniques
Use the "Company Lookalike" filter to quickly locate specific companies by name.
Enable the "Net new" filter to exclude companies and contacts already saved or exported, ensuring a focus on untapped opportunities.
Open the My Leads or All Leads page
Use the filters on the left-hand side to filter for:
Lead status
Assignee
Label
Added date
Updated date
Updated by
Added by
