---
title: "Populate Leads in Convex"
slug: "populate-leads-in-convex"
updated: 2026-10-15T00:26:30Z
published: 2026-10-15T00:26:30Z
canonical: "help.servicetitan.com/populate-leads-in-convex"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Populate Leads in Convex

## Overview

Populate Leads saves you time by automatically identifying prospect contacts for properties or companies, allowing you to consolidate prospecting data into a single workflow. This also lets you more accurately measure Return on Investment (ROI).

---

### 

****Who uses this feature****

- Managers, regional managers, representatives, and salespeople
- Primarily for Commercial Service and Commercial Construction business types

****Feature configuration****

- Contact [marketing@convexlabs.io](mailto:marketing@convexlabs.io) to set up a demo and get more information about Convex.

## Populate Leads

You can identify contacts while [creating a target list](/construction/docs/create-target-lists) or after the list is created. To populate the contacts after the list is created:

1. Go to the **Navigation panel > Targets**.
2. Select a target list and click to open it.
3. From the table, select the targets you want to populate with contacts, or click **Select All** to include all contacts in the selection. ![ Select All to include all contacts in the selection](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/populate-leads-in-convex-image-pc69n544.jpg?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A07Z&se=2026-10-31T04%3A21%3A07Z&sr=c&sp=r&sig=4QSHMyNMfwKNu73iBOMLaeQwsWa1uqQk1SNGSUFoZ98%3D)
4. Click **Populate Leads**. ![Populate Leads. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/populate-leads-in-convex-image-4wfpw1il.jpg?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A07Z&se=2026-10-31T04%3A21%3A07Z&sr=c&sp=r&sig=4QSHMyNMfwKNu73iBOMLaeQwsWa1uqQk1SNGSUFoZ98%3D)
5. On the [Populate Leads pop-up](/construction/docs/populate-leads-in-convex#populate-leads-popup-overview) that opens, select the criteria for the leads.
6. When finished, click **Proceed**.

## Populate Leads pop-up overview

Use the criteria in *Populate Leads* to customize which contacts are added to your targets.

1. On the first criteria row, select:
  1. **Contact info** or **Job Title** to populate the type of information you want for the targets. The criteria for the information type are as follows:
    1. Includes any
    2. Includes all
    3. Exclude
  2. The type of information to match the *Contact info* (Email, phone number, etc) and *Job title* (Facility Manager, Owner, etc.)

> [!TIP]
> **Tip:** You can create and add your own Job titles in addition to the ones that are displayed. Type the job title in the area and click it.

![Populate Leads pop-up overview](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/populate-leads-in-convex-image-bn6g7wn4.jpg?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A07Z&se=2026-10-31T04%3A21%3A07Z&sr=c&sp=r&sig=4QSHMyNMfwKNu73iBOMLaeQwsWa1uqQk1SNGSUFoZ98%3D)
2. Click **+Add Row** to add a new row.

> [!NOTE]
> **Note:** Click -(icon) to remove the row.
3. From the **Include contacts within** dropdown, select one of the following options to reduce or expand the area that is searched for contacts:
  1. sites
  2. states
  3. nation
4. From the **Include up to** … **contact(s) per target** dropdown, select one of the following options to populate the number of contacts for each target:
  1. 1
  2. 3
  3. 5

![Populate Leads pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/populate-leads-in-convex-image-u1hlgwr6.jpg?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A07Z&se=2026-10-31T04%3A21%3A07Z&sr=c&sp=r&sig=4QSHMyNMfwKNu73iBOMLaeQwsWa1uqQk1SNGSUFoZ98%3D)

## Want to learn more?

- See [Targets Overview in Convex](/construction/docs/targets-overview-in-convex)
- See [Create Target Lists in Convex](/construction/docs/create-target-lists)