> ## 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.

# Leads and pipeline overview

> Prospects and Companies, the six fixed stages, and every route a lead can take into your workspace.

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>;
};

Leads splits everyone you're pursuing into two lists: **Prospects**, one row per person moving through six pipeline stages, and **Companies**, one row per business they work at.

<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">Leads<span className="pl-path__sep">→</span>Prospects</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 Prospects <code>read-leads</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-leads</code> to add one, <code>update-leads</code> to change one, on top of the permission above.</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>

Companies sits behind a read permission of its own, `read-lead-companies`, rather than the one above. Admin, Member and Viewer carry both by default, so the two only come apart on a custom role, which can be given one list without the other.

## Prospects and Companies

Open <UiPath>Leads → Prospects</UiPath> and every lead you've found or added sits in one table, with a **Company** column tying each person back to the business they work at.

<Screenshot id="leads/overview--prospects-list" url="/leads/prospects" alt="The Prospects table with Lead, Tags, Email / Phone, Company, Stage and Actions columns, a live searching row above the data, and rows spread across several pipeline stages, most showing a tag, a company and a verified email" caption="Stage is a column here. The funnel board is the same rows dealt into six columns, and it replaces this table rather than sitting under it." />

With the list empty, no filters set and no lead source running, the whole page gives way to an illustrated **No leads yet** screen. While a lead source is running, the header and filters stay put and a smaller **No leads found** message takes the table's place instead. That second screen is the one a brand-new workspace actually sees: the agent created at signup starts with its lead source already running.

Open <UiPath>Leads → Companies</UiPath> for the businesses instead: a row per company, with tags, contact details, and a computed **Score** out of 100 for how well it fits your own company profile. Two chips above the table, **Active** and **Discarded**, switch between companies still in rotation and ones you've excluded.

<Screenshot id="leads/overview--companies-list" url="/leads/companies" alt="The Companies table with Company, Tags, Email, Phone, Score and Actions columns; a live searching row sits above the data, each row shows a company name over its website domain, a tag chip and a scored ring, and the Active and Discarded chips sit above the table" caption="Discarding takes a company out of rotation without removing it, and Restore brings it back. Delete is a separate action on the row, and that one does remove it." />

Companies behaves the same way when it is empty: the illustrated **No companies yet** screen while nothing is running, and the smaller **No companies found** message inside the card while a lead source is running.

## The six pipeline stages

Every lead sits in exactly one of six fixed stages, in order: **Untouched**, **Contacted**, **Opportunity**, **Meeting Scheduled**, **Converted** and **Closed**. Nothing in the product lets you rename, reorder or add one.

The two icons above the Prospects table switch between **List** and **Funnel**: the same leads, laid out as a table or as a six-column board. Moving a card from one column to the next sets that lead's stage, and it needs the `update-leads` permission; without it the cards stay put and the board is read-only. [Lead stages and the funnel view](/en/leads/lead-stages-and-funnel-view) covers what actually moves a lead between stages on its own.

The sidebar's own **Funnel** entry is hidden. The funnel is a view inside Prospects now, not a page of its own, so opening it lands you back on Prospects with the funnel view already selected.

## Getting onto these lists

**Add** on Prospects opens an **Add leads** overlay with four ways in: **Add manually**, **Paste email addresses**, **Import a CSV** and **Search new leads**. **Import** on the same page skips the overlay and opens the CSV importer directly. Companies works narrower: **Add Company** is a form for one company at a time, and **Import Companies** opens its own CSV importer. Both importers sit behind a permission of their own, `create-imports`, which is not the one that lets you add a lead or a company by hand. Admin and Member hold both; Viewer holds neither, and sees no **Add** or **Import** control on either page.

<Warning>
  The **Add leads** overlay carries a fifth card, **Lead generation**, and the empty screens on both lists carry a **Create Lead Generation** button. All three point at an address the app has no page for, so nothing happens when you click them. Set a lead source up from an agent instead.
</Warning>

A running lead source populates both lists on its own. New companies and the people at them keep arriving without you doing anything. A company appears the moment it is found and before it has been analyzed: the row is faded, its tags and score stand in as placeholders, and the list refreshes itself until the analysis lands. [Finding leads overview](/en/finding-leads/overview) covers every way a lead can reach your pipeline, including the ones that never touch this page directly: web forms, website tracking and the public API.

## Where each part is explained

<CardGroup cols={2}>
  <Card title="Working the Prospects list" icon="table" href="/en/leads/prospects-list">
    Every column, the four URL-synced filters, and what each row's actions can do to one lead.
  </Card>

  <Card title="Companies list, match score and discards" icon="building" href="/en/leads/companies-and-match-score">
    Every column, what the score measures, and the difference between Discard and Delete.
  </Card>

  <Card title="Lead stages and the funnel view" icon="chart-line" href="/en/leads/lead-stages-and-funnel-view">
    What moves a lead between stages, and the drag-and-drop board behind the Funnel toggle.
  </Card>
</CardGroup>

## Related

<CardGroup cols={2}>
  <Card title="Finding leads overview" icon="search" href="/en/finding-leads/overview">
    Every way a lead can reach your pipeline: agent lead sources, web forms, website tracking, imports and the API.
  </Card>
</CardGroup>