How to save a lead from any web page
Plenty of leads live on pages with no Save button: a company's own website, a conference speaker list, a directory, a blog post. On Power, any page can be saved with a right-click.
- 1Spot the page
- 2Press Save this page
- 3It lands in your list
- 4Follow up
Why any web page is worth your time.
Most of the web isn't a platform. A company's own site, a trade association's member list, a conference programme: these are some of the best sources of leads, and none of them has a button.
Right-click saving covers that gap. It's less automatic than a dedicated button, but it works wherever you are, which matters more.
The signals worth saving.
A company's own site
The pricing, careers and customers pages each tell you something about where the company is.
A list page
A speaker list, a portfolio or an "our clients" page is a set of leads in one place.
One paragraph worth keeping
Highlight it and use Save selection, so only that text is kept.
A quick test before you press Save.
Save it
- A company's home page, when the company is the lead
- A paragraph that explains why you care, using Save selection
- A link to a company from a list page, using Save link
Skip it
- Whole articles you want to read later
- Pages behind a login
- Pages on sites that already have a Save button. Use the button
How to do it.
- Open the page.
- Right-click and choose Save this page. For part of a page, highlight the text first and choose Save selection.
- Watch for the green tick on the extension icon.
- Open the dashboard and add a label so you remember why.
Two ways to open.
I was on your pricing page and noticed [observation]. Have you tested [idea]?
Your careers page shows several open roles in [team]. That usually means [need], and it's what we do.
Templates, with the parts in brackets for you to fill in. The specific detail is what gets a reply, so don't send them as they are.
A payroll consultant lands on Orchard Payroll's careers page and counts six open roles. He right-clicks and chooses Save this page, and the record keeps the page title, the address and the company's linked profiles. He labels it Hiring and adds a note about the six roles.
An invented example. The people and companies in it are fictional.When to follow up.
A page tells you less about timing than a post does, so add a note when you save: what you saw, and when.
Whatever the channel, set a follow-up date in On Radar when you save. A lead without a date is a lead you'll rediscover in three months.
What this covers.
| Site | Plan | What you save |
|---|---|---|
| Any webpage | Power | Use the side panel or right-click a page, link or selection. |
Each name links to its own guide, with where the button sits and exactly what a save keeps. The sources page has the full list.
What to avoid.
The short answers.
What gets saved?
The page title, its description, its address, and the company's website and social profiles linked on the page. Save selection keeps only the highlighted text.
What are the three right-click options?
Save this page keeps the page. Save link keeps a link you right-clicked. Save selection keeps only the text you highlighted.
Is it on every plan?
No. Right-click saving is on Power and higher.
Is it safe for my accounts?
Save This Lead never posts, likes, follows or messages, and it never browses on your behalf. It reads a page when you press Save.
What does it cost?
There's a free plan, and paid plans start at $19 a month. The plan each site needs is in the table above and on the pricing page.
Go deeper.
More from Save This Lead.
One button to save.
One place to find it.
Keep useful posts, leads and their context together. Leave the copy-paste routine behind.
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