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By the end of this page you can read every column in the Prospects table, filter it into a view you can bookmark, and use every action a row offers on a single lead.
Where
Leads→Prospects
Your role needs
Read access to Prospects read-leads. Admin, Member and Viewer have it by default.
To create or change
create-leads to add one, update-leads to change one, on top of the permission above.
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.

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Before you begin

  • Leads belong to the workspace you are viewing. Switch workspaces first if the lead you are after lives in a different one.
  • Three more grants decide what a row offers you, on top of what the block above covers: update-leads for Edit, the automation toggle and re-verifying an email; delete-leads for Delete; create-imports for Import. View and the per-lead PDF export need nothing beyond being able to open the page.
  • The automation menu’s company-wide options reach further than the row: they change every lead on that company, so the server checks update-lead-companies before it applies them. Admin and Member hold both grants; a custom role can hold one without the other, and then the company-wide options fail where the per-lead one works.

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Steps

1

Open the list

Go to . One table holds your leads, with columns for Lead (photo, name and job title), Tags, Email / Phone, Company, Stage and Actions. Above the rows, a summary bar names the slice you are looking at (the first and last row on this page, and the total behind your filters) next to a small pager; a second pager sits under the table.The table also has a baseline that no control on screen shows: unless a link hands it a status of its own, it lists only leads whose enrichment has finished and that have at least one email address or phone number. A lead a search turned up appears once we have actually found contact details for it, so a lead still being worked on is not missing, just not here yet.Clicking a lead’s photo opens a larger preview of it, and clicking the name opens the lead’s own record. A small badge on the photo means the lead has a LinkedIn profile linked, and opens it in a new tab. The coloured pill after the job title is an automatic decision-maker match score out of 100: green marks a solid match, amber a ranked backup, and there is no red band. Separately, a small wand icon after the name means the automatic screening did not pick this lead for enrichment; you can still get their email by hand. The two marks never sit on the same row: a score is only ever written for the leads the screening picked. Company opens that lead’s company record.
2

Search, filter and share a view

Four controls sit above the table, and each one writes its value into the address bar as its own filters[...] parameter. That means a view you have narrowed down can be bookmarked or pasted to a teammate.Search leads matches a lead’s name, email address or phone number. Type and press Enter; there is no live-as-you-type filtering, and the box comes back empty after a reload even though the filter in the URL still applies. Filter by lead generation narrows the list to the leads one lead source found. Select tags filters by one or more tags at once and switches to a count once you have picked some. The calendar icon (Filter by date) filters on when a lead was added to the workspace, not on when it was last active.Arriving here from a workflow’s lead counter adds a chip reading “In workflow: …” above the table. Its clear icon drops the workflow filter and the Active or Completed chip beside it, but not the filters[status] value that same link pins. That leftover status takes the place of the baseline above, so the list keeps showing leads with no email or phone until you open again without those parameters.
3

Switch to Funnel view

Two icons in the header switch between List and Funnel. Funnel keeps your filters and lays the same leads out as one column per stage, six in all. See Lead stages and the funnel view for how a lead moves between them.
4

Refresh, export and import

Four more controls sit at the right of the header:
  • Refresh reloads the current page with whatever filters are applied, ignoring anything cached.
  • Export opens a date range picker: pick a preset or a custom range, then choose Export, or Export all while the range is still All time. It is greyed out whenever the list in front of you is empty, and it does not hand you a file: the export runs in the background and the finished file is emailed to you.
  • Import opens the CSV import wizard in a dialog. See Add leads manually or import a CSV.
  • Add opens the full-screen Add leads panel, which offers five routes: Add manually, Paste email addresses, Import a CSV, Search new leads and Lead generation. The fifth one is currently broken. See Troubleshooting.
5

Act on a single lead

Every row carries the same controls at its right-hand end, in one order: the per-lead PDF export (Export lead details as PDF), the automation toggle, View, Edit and Delete. Which of them you see follows your permissions.The automation icon names the action it offers rather than the state it is in, so it hovers as Disable automation while the lead is running and Enable automation once it is paused, and it changes shape with it: a stop symbol, then a lightning bolt. Clicking it opens a menu rather than toggling straight away: Disable automation for this lead acts on this lead alone, and, when the lead has a company, a second pair acts on every employee of that company, this lead included. The company-wide pair asks you to confirm first, with Enable or Disable against a sentence saying it pauses or resumes automated emails and outreach for all of them.In the Email / Phone column, an address marked with a red × failed verification; click the × to try again. An address with no mark yet carries a small Verify button (Validate email on hover), and the result comes back as one of three words: verified, failed or inconclusive. An inconclusive result leaves the address usable but unverified. See Verify an email address.

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What happens next

The table, or the funnel board, shows only the leads matching your current search, tags, lead generation and date filters, and every one of those filters is in the address bar. The same URL brings the same view back after a reload, in a bookmark, or for whoever you send it to.
While a lead source is still searching, the list rechecks itself in the background and tells you when the total has grown, with a Refresh shortcut in that notification. An Actively searching chip in the summary bar is how you know a source is still adding to the list.

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Troubleshooting

An empty list has more than one screen, and which one you get turns on whether a lead source is searching.While one is (which is how a workspace usually starts, because the first agent’s lead source switches itself on as soon as its searches are ready), you get No leads found and, if your role can create lead sources, a Create Lead Generation button. The app defines no page at the address that button navigates to, so it leaves you on a blank screen; come back with your browser’s back button and use Add in the header instead. The Lead generation route in the Add leads panel goes to the same dead address.With no source searching and no filter applied, you get the mascot screen instead: No leads yet, with Add and Import, which open the same two things their header twins do. Narrow a filter down to nothing and you get neither: “Actively searching for leads” while a source is running, and “No leads found for the selected filters” when none is.
Export does not hand you a file. It starts a background job and emails the finished file to you a few minutes later. That is true for every date range, Export all included. The panel says so before you submit, and a confirmation says the file will be sent to your email in a few minutes. If nothing arrives, check your email rather than your browser’s downloads.
Delete on a row opens a confirmation dialog headed “Are you sure you want to delete?”, which warns that deleting the lead also deletes the tasks assigned to it. Cancel closes it and changes nothing; Delete removes the lead, and the list reloads without it.

Leads and pipeline overview

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

Add leads manually or import a CSV

The Add Lead form, pasting a list of addresses, and mapping the columns of a lead CSV.

Lead stages and the funnel view

What moves a lead between stages, and the drag-and-drop funnel board behind the toggle above.

Tags: how agents, sources and leads connect

The join between a lead source and the agent that works it, and the filter behind every list.