1. Sellora AI Platform User Manual
Sellora Manual
  • Sellora AI Platform User Manual
    • Introduction
    • Getting Started
    • Home
    • Organisation
    • Products & Services
    • Brand Guidelines
    • Sellora Labs Testing
    • Wizard
    • Companies
    • People
    • Campaigns
    • Outreach
    • Opportunities
    • Content Library
    • Reports
    • Imports
    • Connected Tools
    • Outreach Settings
    • Billing
    • Audit
    • Manage Account & Organization Settings
    • Ask Nora
    • Notifications
  1. Sellora AI Platform User Manual

Wizard

The Wizard under Sales Manager helps you manage lead requests, import leads, pull leads from configured data providers, and enrich lead records with additional contact and company information.

Access the Wizard#

From the left navigation menu, go to:
Sales Manager → Wizard
Screenshot 2026-09-09 at 10.38.18.png
The Wizard contains two main areas:
User requests
Enrich settings
Tip: Configure Enrich settings before pulling leads so Sellora AI uses the correct industries, regions, company sizes, revenue ranges, positions, departments, and data providers.

User Requests#

The User requests tab displays leads that are available for enrichment.
Screenshot 2026-09-21 at 14.04.48.png
From this page, you can:
Review lead requests
Search for leads
Filter, sort, group, and control displayed fields
Select leads for enrichment
Choose an enrichment provider
Pull leads from configured providers
Add a new request
Import leads from a spreadsheet
Review enrichment results
At the top of the page, the available options include:
Refresh
Pull leads now
+ New request
More options (...)
The page also displays the total number of requests and the number currently waiting for enrichment.

User Requests Table#

The User requests table displays the leads available in the Wizard.
Screenshot 2026-09-21 at 14.06.43.png
The table can be viewed horizontally to access all available columns.
Screenshot 2026-09-21 at 14.12.53.png
Depending on the available information, columns can include:
Contact
Company
Industry
Status
Enriched via
Phone
Email
Enriched at
Medium
Request text
Use the horizontal scroll bar to view additional columns that are not currently visible.

Status#

The Status shows the current enrichment state.
Examples include:
Enriched — the lead was successfully enriched.
No match — Sellora AI was unable to obtain a matching enrichment result.
Awaiting enrichment — the lead is waiting to be enriched.

Enriched Via#

The Enriched via field shows how the lead was enriched.
Depending on the enrichment method, this can include:
Sellora
Lusha
Apollo
Manual

Medium#

The Medium identifies how the request entered the Wizard.
Examples can include:
Lusha
Apollo
Web
Imported or manually created requests

Search and Organise Requests#

Use the controls above the table to manage the displayed leads.

Search#

Use Search requests... to locate a specific lead.
Screenshot 2026-09-21 at 14.18.10.png

Filter#

Use Filter to narrow the displayed requests.
Screenshot 2026-09-21 at 14.18.59.png

Sort#

Use Sort to arrange the requests using the available fields.
Screenshot 2026-09-21 at 14.20.25.png

Group#

Use Group to organise similar requests together.
Screenshot 2026-09-21 at 14.21.27.png

Fields#

Use Fields to control which columns are displayed.
Screenshot 2026-09-21 at 14.22.19.png

Create a New Lead Request#

You can manually create a new lead request from the User requests tab.
To create a new request:
1.
Open Sales Manager → Wizard.
2.
Open the User requests tab.
3.
Select + New request.
The Create a lead window opens.
Screenshot 2026-09-21 at 15.10.13.png

Choose How to Identify the Lead#

Under What do you know about this lead?, select one of the following options:
Company & contact name
Email address only

Company & Contact Name#

Select Company & contact name when you know the company where the contact works.
The following information is required:
Company name
First name
Last name
Enter the Company name, then provide the contact details under Lead contacts.
For each contact, you can enter:
First name — required
Last name — required
Email
Phone
For the phone number, select the appropriate country code and enter the phone number.
Note: When using Company & contact name, the company name together with the contact's first and last name is used to identify the lead.

Add Multiple Contacts#

To add another contact for the same company:
1.
Select + Add contact.
2.
Enter the new contact's details.
3.
Repeat this process if additional contacts need to be added.
Each contact requires a First name and Last name when using the Company & contact name option.

Email Address Only#

Select Email address only when you only have the contact's email address.
Screenshot 2026-09-21 at 15.12.01.png
The email address is used to identify the person, so:
The Company name is not required.
The contact's name and Contact number is optional.

Log the Request#

After entering the available lead information, select Log request.
The new lead request is then added to the User requests area, where it can be reviewed and enriched.
Note: Fields marked with an asterisk (*) are required.

View a Lead Request#

To view the details of a lead request:
1.
Open the User requests tab.
2.
Locate the required lead.
3.
Click the lead row.
The lead request opens in a detailed view.
Screenshot 2026-09-21 at 14.29.53.png
The page displays information such as:
Company name
Request text
Request source
Request date and time
Enrichment details
Resolved contacts

Enrichment#

The Enrichment section displays information about the enrichment result.
Screenshot 2026-09-21 at 15.00.03.png
Depending on the available information, it can include:
Status
Provider
Company
Enriched date
Industry
The Status indicates the current enrichment state, while the Provider shows how the lead was enriched.

Edit a Lead#

Screenshot 2026-09-21 at 15.00.47.png
To update a lead:
1.
Open the required lead request.
2.
Select the Edit icon.
Screenshot 2026-09-09 at 12.07.11.png
3.
Choose how the lead should be identified:
Company & contact name
Email address only
4.
Update the available lead information.
5.
Select Save changes.

Company & Contact Name#

Use Company & contact name when you know where the contact works.
The company name and the contact's first and last name are used together to identify the lead.

Email Address Only#

Use Email address only when the contact's email address is available.
The email address identifies the person, so the company name is not required and the contact name is optional.

Resolved Contacts#

The Resolved contacts section displays the contacts associated with the lead.
Screenshot 2026-09-09 at 10.56.20.png
Depending on the available information, each contact can include:
Contact name
Position
Email address
Phone number
Select + Add lead contact to manually add another contact to the lead.

Add a Lead Contact#

To manually add a contact to a lead:
Screenshot 2026-09-21 at 14.52.46.png
1.
Open the required lead.
2.
Locate the Resolved contacts section.
3.
Select + Add lead contact.
Screenshot 2026-09-21 at 14.53.47.png
4.
Enter the available contact information:
First name — required
Last name — required
Email
Phone
5.
For the phone number, select the appropriate country code and enter the phone number.
6.
Select Add contact.
The contact is added to the lead's Resolved contacts.
Note: Fields marked with an asterisk (*) are required.

Enrich Leads#

Use the checkbox beside a request to select the lead or leads you want to enrich.
After selecting the required requests, use the Enrich with option to choose the enrichment method.
Screenshot 2026-09-21 at 14.27.19.png
By default, enrichment runs through Sellora.
Select Enrich selected to start enriching the selected leads.
If your organisation has connected its own Lusha or Apollo API credentials under Enrich settings → Data providers, those providers can also be used for enrichment.
Note: The available enrichment providers depend on your organisation's Data provider configuration.

Enrichment Policy#

Sellora AI requires certain lead information before enrichment can be completed.

Manually Added Leads#

For leads manually added to the Wizard:
Country is mandatory.
City is mandatory.
At least one of the following is mandatory:
Phone number
Email address
If these required details are not available, the lead cannot be enriched.

Imported Leads#

For leads imported from a spreadsheet:
Country is mandatory.
City is mandatory.
At least one of the following is mandatory:
Phone number
Email address
If the required information is missing, Sellora AI will not be able to enrich the lead.

Leads Pulled from Lusha or Apollo#

For leads pulled from Lusha or Apollo:
Country is mandatory.
City is mandatory.
Phone number is mandatory.
Email address is mandatory.
If the provider does not return all the required information, the lead will not be enriched.
Important: Make sure the required location and contact information is available before attempting enrichment.

After a Lead Is Successfully Enriched#

When a lead is successfully enriched in the Wizard, Sellora AI automatically adds the related records to the appropriate areas of the platform:
The company is automatically added to the Companies widget.
The contact/person is automatically added to the People widget.
You do not need to manually create the company or person after successful enrichment.
The enriched lead remains available in the Wizard while its company and contact information can be accessed from Companies and People for the next steps in the sales workflow.
Note: Only successfully enriched leads are automatically added to the Companies and People widgets.

Import Leads from Excel#

You can import leads from an Excel file directly into the Wizard.
From the User requests tab:
1.
Select the More options (...) menu.
2.
Select Import from Excel.
Screenshot 2026-09-21 at 14.36.28.png
The Import leads from Excel workflow opens, allowing you to upload an Excel file and import the lead records into the Wizard.
After the import is completed, the imported leads are added to User requests, where you can review and enrich them.
For complete instructions on preparing the Excel file, using the import template, reviewing the imported data, and completing the import, see the Imports section of this user manual.

View Imports#

To view previous lead imports:
1.
From the User requests tab, select the More options (...) menu.
2.
Select View imports.
Screenshot 2026-09-21 at 14.37.02.png
This opens the imports area, where you can review lead imports made through the Wizard.
For more information about managing and reviewing imports, see the Imports section of this user manual.

Enrich Settings#

The Enrich settings tab controls how Sellora AI pulls leads and defines the type of prospects you want to target.
Screenshot 2026-09-21 at 14.39.22.png
The page contains the following configuration areas:
Lead pull schedule
Data providers
Target industries
Target regions
Company size
Revenue range
Applicable positions
Departments
After changing the settings, select Save settings.

Lead Pull Schedule#

The Lead pull schedule determines how leads are pulled from the configured providers.
Screenshot 2026-09-09 at 12.09.31.png
Available options include:
Manual
Weekly
Monthly

Lead Limit per Run#

Use Lead limit per run to specify the maximum number of leads that should be pulled during each run.
The configured value is displayed as:
leads / run

Providers#

Select the provider Sellora AI should use when pulling leads.
Sellora is available as the default provider.
To pull leads using your organisation's own Lusha or Apollo account, configure the corresponding API key under Data providers.
Once configured, the connected provider can also be used for lead pulling.

Pull Leads#

The Lead pull schedule controls when Sellora AI pulls new leads from the selected providers.
You can choose from:
Manual – Pull leads whenever required.
Weekly – Automatically pull leads every week.
Monthly – Automatically pull leads every month.
Set the Lead limit to control how many leads are pulled for each run, week, or month.
Select Sellora as the default provider, or use a configured Lusha or Apollo provider where available.

Manual Lead Pull#

When Manual is selected, select Pull leads now to start pulling leads immediately using the current targeting settings.
The Last run field displays the date and time of the most recent lead pull.

Scheduled Lead Pull#

If you do not want to pull leads manually, select Weekly or Monthly.
Set the required lead limit and select the required provider, then select Save settings to save the lead pull schedule.
The page displays:
Next run – The next scheduled lead pull.
Last run – The most recent completed lead pull.
Important: Leads pulled from Lusha or Apollo require Country, City, Phone number, and Email address to meet the enrichment requirements.

Data Providers#

The Data providers section allows you to configure external providers for lead enrichment.
Screenshot 2026-09-09 at 12.12.09.png
Available providers include:
Lusha
Apollo
Enrichment runs through Sellora by default.
If your organisation has its own Lusha or Apollo account, select Configure beside the required provider and connect your organisation's API credentials.
When your organisation uses its own provider credentials, the provider bills your organisation directly and Sellora does not charge enrichment credits for that enrichment.

Target Industries#

The Target industries section determines the industries Sellora AI should target when pulling leads.
Screenshot 2026-08-21 at 13.07.03.png
Select one or more industries that match your intended market.
Examples 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

Target Regions#

Use Target regions to define the geographic markets Sellora AI should target when pulling leads.
You can target leads using either:
Regions
Specific Countries

Regions#

Select Regions to target leads from one or more geographic regions.
Screenshot 2026-09-09 at 12.27.27.png
Available regions include:
North America
Latin America
Europe
Middle East
Africa
Asia Pacific
South Asia
Oceania
Select one or more regions that match the geographic markets you want to target.

Specific Countries#

Select Specific Countries when you want to target individual countries instead of broader geographic regions.
Screenshot 2026-09-09 at 12.28.03.png
Use Search countries... to search for and select the countries you want to target.
Note: You can target leads by Regions or Specific Countries. Select the option that best matches your lead targeting requirements.

Company Size#

Use Company size to target organisations according to employee headcount.
Screenshot 2026-09-09 at 12.29.38.png
Available ranges include:
1–10 employees
11–50 employees
51–200 employees
201–500 employees
501–1,000 employees
1,001–5,000 employees
5,000+ employees
You can select one or more company size ranges.

Revenue Range#

Use Revenue range to target companies according to annual revenue.
Screenshot 2026-09-09 at 12.30.55.png
Available ranges include:
Pre-revenue
Under $1M
10M
50M
100M
500M
$500M+
You can select one or more revenue ranges.

Applicable Positions#

Use Applicable positions to define the position levels Sellora AI should target when pulling leads.
Screenshot 2026-09-21 at 14.48.13.png
Available positions include:
Owner
Founder
C-Suite
Partner
VP
Head
Director
Manager
Senior
Entry Level
Intern
You can select one or more applicable positions.

Departments#

Use Departments to define the departments and roles Sellora AI should target when pulling leads.
Screenshot 2026-09-21 at 14.45.55.png
The available department categories can include:
C-Suite
Product Management
Engineering & Technical
Design
Education
Finance
Human Resources
Information Technology
Select the arrow beside a department to expand it and view the available roles within that department.
Screenshot 2026-09-21 at 14.46.34.png
For example, expanding C-Suite displays roles such as:
Executive
Finance Executive
Founder
Human Resources Executive
Information Technology Executive
Legal Executive
Marketing Executive
Medical & Health Executive
Operations Executive
Sales Leader
Select the required departments or individual roles based on the leads you want to target.
Tip: Use Applicable positions to define the required seniority level and Departments to further refine the functional roles you want to target.

Save Enrich Settings#

After configuring the required targeting criteria:
1.
Select the Lead pull schedule.
2.
Set the Lead limit per run.
3.
Select the required Provider.
4.
Select the required Target industries.
5.
Select the required Target regions or Specific Countries.
6.
Select the required Company size ranges.
7.
Select the required Revenue range options.
8.
Select the required Applicable positions.
9.
Select the required Departments or individual department roles.
10.
Select Save settings.
These settings determine the types of leads Sellora AI searches for when pulling leads from the configured providers.

Typical Wizard Workflow#

1.
Open Sales Manager → Wizard.
2.
Open Enrich settings.
3.
Configure the Lead pull schedule and Lead limit per run.
4.
Select the required lead provider.
5.
Configure the required Target industries.
6.
Select the required Regions or Specific Countries.
7.
Configure the required Company size and Revenue range.
8.
Select the required Applicable positions.
9.
Select the required Departments or individual department roles.
10.
Select Save settings.
11.
Select Pull leads now, create a New request, or use Import from Excel.
12.
Open User requests.
13.
Review the captured leads.
14.
Select the leads you want to enrich.
15.
Choose the required enrichment provider.
16.
Select Enrich selected.
17.
Review the enrichment result.
18.
Open a lead row to review its enrichment details and resolved contacts.
19.
Add or edit resolved contacts when required.
20.
Successfully enriched leads can then continue through the Sellora AI sales workflow.
Modified at 2026-09-21 10:50:49
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