How to Use the People Section

The People section is your main workspace for managing leads in Breakcold. It lets you organize, filter, and take action on your contacts in a way that fits your workflow.

Create a Lead List

Click the ➕ button to start:

• Choose a template to get started quickly, or
• Build your own list from scratch

You’ll see all your saved lists under “All Leads.”

Customize Your View

Use these tools to organize your workspace:

• Sort: Sort leads by date, name, or other attributes (ascending or descending)
• Multiple Sorts: Add more than one sorting rule to personalize the order
• Filters: Narrow down leads using filters like:

• Status
• Tags
• List
• Owner
• And more

Find What You Need Fast

• Use the search bar to quickly find specific leads
• Adjust your columns using the display settings:

• Show or hide native fields (like name or company)
• Add your own custom attributes, tags and status

Use Advanced Options

Click the three dots (⋯) for more options:

• Import or export leads
• Install integrations
• Push leads to Salesforce (if enabled)

Work Directly from the Dashboard

From the Links column, you can:

• Make calls
• View email address
• Open LinkedIn profiles
• Access Telegram (if integrated)

Bulk Actions

Select multiple leads to perform bulk actions:

• Add or move to a list
• Apply tags or statuses
• Assign owners
• Delete or remove from lists
• Track or untrack leads

Summary

The People section helps you manage your entire lead workflow in one place from creating lists and customizing your view, to communicating and performing bulk actions. It’s designed to keep things flexible and efficient.

Updated on: 17/10/2025