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

# Manual Search (the lead picker)

> Search people directly, pick the ones you want, and save them to a tag in your pipeline.

export const Kbd = ({children}) => <kbd className="pl-kbd">{children}</kbd>;

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

By the end of this page you have searched for specific people, picked the ones worth reaching, and saved them onto a tag in your pipeline.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Lead Generation<span className="pl-path__sep">→</span>Manual Search</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to Manual Search <code>read-searches</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__note">If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

## Before you begin

* The picker is delisted. Its **Lead Generation** group is hidden by default, and the group has to be switched on for your workspace before **Manual Search** shows up in the sidebar. Two ways in always work: the URL `/lead-search`, and <UiPath>Leads → Prospects</UiPath>, where **Add** opens an overlay whose **Search new leads** option is this same picker.
* Searching and saving are two different permissions. The block above covers searching. Saving a result needs `create-leads`, the permission for adding a lead by hand, and a role without it sees every result with no **Save** button on any row.
* Saving a person also looks up their email address. If one comes back, that lead is marked chargeable and counts against your credits like any sourced lead. If none does, the person is still saved, with no address on the record and nothing charged. See [what consumes credits](/en/billing/what-consumes-credits).

## Steps

<Steps>
  <Step title="Open the picker">
    Go to <UiPath>Lead Generation → Manual Search</UiPath> if your workspace has that group switched on, or reach the same screen at `/lead-search`, or from <UiPath>Leads → Prospects</UiPath> with **Add**, then **Search new leads**.

    The filter panel is on the left. Until you set a filter, the right side shows a **Search for Leads** prompt rather than a results table.

    <Screenshot id="finding-leads/manual-search--initial" url="/lead-search" alt="The lead picker before any search: an empty filter panel on the left and a centered Search for Leads prompt on the right" caption="Nothing loads until you set at least one filter, so this is a blank screen by design, not a broken one." />
  </Step>

  <Step title="Set your filters">
    Seven fields, none of them required on its own.

    **Keywords** is one box that searches across names, job titles and more. **Job Titles**, **Seniority Levels** and **Company Size** are fixed lists: open one, tick as many entries as you want, and note that you cannot type a value the list does not carry. **Locations** (a person's city, US state or country), **Company Locations** (where their employer is based) and **Company Domains** (domain names, without `www.` or `@`) are free text instead: type a value, press <Kbd>Enter</Kbd>, and it becomes a chip you can add to as often as you like.

    **Search** stays disabled until at least one field holds something, and **Clear** empties all seven at once. Every value you set also appears as a removable chip in the Active Filters summary at the top of the panel, which is the quickest way to drop one filter without touching the rest.

    <Screenshot id="finding-leads/manual-search--filters" url="/lead-search" alt="The filter panel with two job titles, two seniority levels and one location set, and an Active Filters summary counting five chips above them" caption="Each value lands twice: as a chip in the Active Filters summary, and on the field that set it." />
  </Step>

  <Step title="Search and read the results">
    Choose **Search**. The prompt is replaced by a table with **Name**, **Company**, **Website** and **Actions** columns, 30 rows to a page, and a pager underneath once there are more than 30 matches.

    Everyone listed comes from our data provider. Anyone already in this workspace shows **Saved** in place of a save action, and choosing **Saved** opens the lead you already have. Matching is on the provider's own id for that person, so the same search run twice never offers to add them twice.

    A search that matches nobody gives you **No Leads Found** instead. Its **Adjust Filters** button clears every filter and returns you to the opening prompt, so it is a fresh start rather than a way back to what you just typed.
  </Step>

  <Step title="Choose a tag and save the ones you want">
    The results header carries the match count on the left and a tag selector on the right. Pick a destination there before you save anything: **Save** with no tag chosen warns you, opens the selector for you, and saves nothing.

    It is the tag picker used everywhere else in the product. Search your existing tags, or, if your role can create tags, choose **Create new tag** and make one without leaving the screen. The **Select a tag to save leads** hint under the count stays put whether or not you have chosen; what disappears once you choose is the information bar above the table.

    **Save** on a row imports that person under the chosen tag, and the row turns into **Saved**. There is no select-all and no batch action, so this is one row at a time.

    <Screenshot id="finding-leads/manual-search--results" url="/lead-search" alt="The results table with two filters applied, a tag chosen in the header, and eight people listed with a Save button on each row" caption="A representative example: results come from our data provider, so this screen is captured against a simulated response." />
  </Step>
</Steps>

## What happens next

<Check>
  Everyone you saved is on your [Prospects list](/en/leads/prospects-list) at **Untouched**, carrying the tag you chose.
</Check>

Saving puts that tag on the person's company as well as on the person, and the company is what an [AI agent](/en/ai-agents/add-leads-to-an-agent) matches its tag against. So an agent carrying that tag can pick the lead up on its own, on one condition: the address lookup has to have found an email. A saved person with no address on record is never written to, whatever tag they carry. [Tags](/en/leads/tags) covers the rest of that join.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Manual Search is not in my sidebar">
    Its group starts hidden in every workspace and has to be switched on for yours, so nothing is wrong with your account. Open `/lead-search` directly, or use <UiPath>Leads → Prospects</UiPath> and **Add**, then **Search new leads**: that option is the same picker in an overlay, and it needs the same permission as saving.
  </Accordion>

  <Accordion title="I don't see a Save button on any result">
    Searching and saving are gated separately. A role that can search but not create leads sees every result with no **Save** action anywhere on the table. Ask an admin to extend your role, or hand the search over to someone who can save.
  </Accordion>

  <Accordion title="A result already shows Saved and I don't remember adding it">
    Every search checks its results against the leads already in this workspace, by the data provider's id for that person. A match shows **Saved** rather than a save action, and choosing it opens the existing lead instead of creating a second copy. Someone else in the workspace may have saved them, or an agent may have found them on its own.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Tags: how agents, sources and leads connect" icon="tag" href="/en/leads/tags">
    Why the tag you pick here is what turns a saved lead into an agent's lead.
  </Card>

  <Card title="Add your own leads to an agent" icon="user-plus" href="/en/ai-agents/add-leads-to-an-agent">
    The same picker, embedded on an agent's own screen with the tag already fixed.
  </Card>

  <Card title="Finding leads overview" icon="compass" href="/en/finding-leads/overview">
    Every way a lead can reach your pipeline, and where this one search fits among them.
  </Card>

  <Card title="Add leads manually or import a CSV" icon="upload" href="/en/leads/add-leads-and-import-csv">
    Two more ways to bring in people you already have, instead of searching for new ones.
  </Card>
</CardGroup>