Save what is worth researching.
Save companies or contacts that need further checking.
See the actual stepsFavorites and list imports
What you found today.Keep exploring next time.
Keep temporary discoveries so your next search has a starting point.
Real locked preview with identity and contact fields retaining original masking. No favorite or unlock action occurred. Images and role labels do not prove buying authority, contact intent, or LinkedIn partnership.
See this feature's highlights.
real work.
Details worth exploring.
Import your own list using a template.
To import your own leads, download the corresponding template and organize its fields first.
See the actual stepsKeep organizing management records.
Review imported records and continue managing your own list.
See how to checkSave what is worth researching.
Import your own list using a template.
Keep temporary discoveries so your next search has a starting point.
This feature's focusKeep
Turn a temporary discovery into a starting point for the next search
How the feature works. Actual results depend on information, permissions, and service requirements.
Complete steps
From the start.
To the next step.
Save companies and contacts for later, or download a template, import your own lead list and manage records. Your own lead-list import and customer-record preview import are separate features.
01
Save companies or contacts that need further checking.
02
To import your own leads, download the corresponding template and organize its fields first.
03
Review imported records and continue managing your own list.
Explain the feature through real work
This time.
Keep exploring.
Suppose you find several companies worth researching today.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultRely on memory to find them again after your search.
Save the relevant records first. For an existing list, organize it with the template before importing.
When to use it
Prepare first.
Make this task specific.
When you need to revisit newly found information or already have your own lead list, keep a starting point through favorites and the appropriate import tool.
Items to save
companies or contacts you want to verify further.
Import material
your own lead list and the template provided by that import tool.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Save what is worth researching.
Keep temporary discoveries so your next search has a starting point.
To import your own leads, download the corresponding template and organize its fields first.
3 key points.
After confirmation, continue.
- Align the template fields with your own information first.
- Importing a lead list is different from importing customer profiles with a preview.
- Saving or importing information does not replace verification of identity, source and timeliness.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Connect the work from step to step
Make this step clear.
Connect the next step.
When reopening a record, complete the verification. If follow-up is needed, create accurate customer business records.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Lead-list import and customer-profile preview import use different tools. Information still needs checking.
Product facts and FAQsBack to the product feature directoryMore details in this product
Unlock individual or batch information
Keep a clear scope and usage record for information access.
Explore this feature on its own