The Wizard under Sales Manager helps you manage incoming lead requests, pull leads from configured data providers, and enrich lead records with additional contact and company information.
From the left navigation menu, go to:Sales Manager → WizardThe Wizard is divided into two main areas:
User requests
Enrich settings
Tip: Configure Enrich settings before pulling and enriching leads so that the Wizard uses the appropriate products, industries, regions, company sizes, revenue ranges, positions, and data providers.
The User requests tab displays lead requests captured for enrichment.This area allows you to review incoming lead requests, search and organize them, select records for enrichment, and view enrichment results.At the top of the page, you can:
Refresh the request list.
Select Pull leads now to manually pull leads.
Select + New request to create a new lead request.
The Products & services column identifies the organisation product or service associated with the request.This helps connect the lead request with the relevant offering.
The Status column shows the current enrichment state of the request.For example, the interface can display:
Enriched
No match
An Enriched status indicates that enrichment information has been obtained for the request.A No match status indicates that a matching enrichment result was not obtained.
The Enriched via column identifies the data provider used to enrich the lead.For example:LushaIf no enrichment result is available, the field can display N/A.
The Accuracy column provides the available verification status for enriched information.For example, successfully verified information can display:Verified
Use the checkbox next to a request to select it for enrichment.After selecting the required records, choose the enrichment method.Available enrichment options shown in the interface include:
Automatic
Lusha
Apollo
Select Enrich selected to begin enrichment for the selected requests.
Select Automatic when Sellora should use the available enrichment configuration rather than manually selecting a specific provider.Alternatively, select Lusha or Apollo when you want to use a specific configured provider.
Note: The screenshots establish that Automatic, Lusha, and Apollo are available options. The exact provider-selection logic used by Automatic is not shown and should not be assumed.
Select Pull leads now when you want to manually start a lead pull using the configured settings.The section also displays the Last run information so you can see when the previous lead pull occurred.
Note: The interface states that pulled leads are only kept when the provider returns both an email address and a phone number.
When leads are pulled, they are displayed under Wizard → User requests for review and enrichment.Once a lead is successfully enriched, Sellora automatically adds the corresponding records to:
Sales Manager → Companies — for the company record.
Sales Manager → People — for the enriched contact record.
You do not need to manually create the company and contact again after successful enrichment.
Note: Only successfully enriched leads are automatically added to Companies and People.
The Target industries section determines which industry sectors should be targeted when pulling leads.Available categories shown in the interface include:
Technology & IT Services
Media & Publishing
Telecommunications
Financial Services
Insurance
Healthcare & Life Sciences
Manufacturing & Industrial
Retail & Wholesale
Professional Services & Consulting
Legal Services
Hospitality & Travel
Construction
Real Estate
Nonprofit & NGO
Education
Entertainment
Agriculture
Food and Beverage
Government & Public Sector
Oil, Gas & Energy
Transportation & Logistics
Utilities
Select the industries that are relevant to your target market.
After saving the required Enrich settings, select Pull leads now to manually initiate a lead pull.The resulting requests can then be reviewed from the User requests tab.
Configure industry, region, company size, revenue, and applicable positions.
7.
Select Save settings.
8.
Select Pull leads now when you are ready to pull leads.
9.
Open User requests.
10.
Review the captured requests.
11.
Select requests that require enrichment.
12.
Choose Automatic, Lusha, or Apollo.
13.
Select Enrich selected.
14.
Review the enrichment results.
15.
Successfully enriched leads are automatically added to Companies and People.
16.
Open Sales Manager → Companies or People to review the created records.
This is a much better structure for your manual because Enrich settings defines what leads Sellora should pull, while User requests is where those requests and their enrichment results are managed.There are still two parts I'd want to see before finalizing the Wizard documentation: the + New request screen and the Configure screen for Lusha/Apollo. Those will tell us exactly what manual lead creation and provider configuration require.
