> ## 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.

# Working the Prospects list

> Columns, URL-synced filters, refresh, export, import and every row action on a lead.

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 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.

<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>

## 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.

## Steps

<Steps>
  <Step title="Open the list">
    Go to <UiPath>Leads → Prospects</UiPath>. 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.

    <Screenshot id="leads/prospects-list--table" url="/leads/prospects" alt="The Prospects table with the Lead, Tags, Email / Phone, Company, Stage and Actions columns, a summary bar reading Showing 1 - 15 with an Actively searching chip, and a row above the leads saying the workspace is still searching" caption="One table for every reachable lead in the workspace, whatever route it arrived by. The Actively searching chip (1) means a lead source is still adding to it." marks={[{ n: 1, x: 21, y: 26 }]} />
  </Step>

  <Step title="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](/en/leads/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
    <UiPath>Leads → Prospects</UiPath> again without those parameters.

    <Screenshot id="leads/prospects-list--filters" url="/leads/prospects?filters[tags.id]=3" alt="The Lead Generation select showing a chosen campaign, a date range applied, and the Tags menu open with one tag already checked" caption="Combine as many of the four as you like. This shot has three stacked in one view." />
  </Step>

  <Step title="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](/en/leads/lead-stages-and-funnel-view) for how a lead moves between
    them.
  </Step>

  <Step title="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](/en/leads/add-leads-and-import-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.
  </Step>

  <Step title="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](/en/leads/verify-an-email-address).

    <Screenshot id="leads/prospects-list--row-actions" url="/leads/prospects" alt="A lead row with Verify showing next to an unverified email, and the automation menu open over its Actions column" caption="The menu decides the blast radius: this lead alone, or every employee at its company behind a confirm step." />
  </Step>
</Steps>

## What happens next

<Check>
  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.
</Check>

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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The list is empty and offers Create Lead Generation">
    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.

    <Screenshot id="leads/prospects-list--empty" url="/leads/prospects" alt="An empty Prospects list showing No leads found, the line about creating a lead generation campaign, and a Create Lead Generation button, with the filter and action toolbar still in place above it" caption="A new workspace lands here, not on the mascot screen, because its first lead source is already searching. The button (1) goes nowhere." marks={[{ n: 1, x: 50, y: 62 }]} />
  </Accordion>

  <Accordion title="Nothing downloads after Export">
    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.
  </Accordion>

  <Accordion title="What Delete removes">
    **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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Leads and pipeline overview" icon="compass" href="/en/leads/overview">
    Prospects and Companies, the six fixed stages, and every route a lead can take into your workspace.
  </Card>

  <Card title="Add leads manually or import a CSV" icon="upload" href="/en/leads/add-leads-and-import-csv">
    The Add Lead form, pasting a list of addresses, and mapping the columns of a lead CSV.
  </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 funnel board behind the toggle above.
  </Card>

  <Card title="Tags: how agents, sources and leads connect" icon="tag" href="/en/leads/tags">
    The join between a lead source and the agent that works it, and the filter behind every list.
  </Card>
</CardGroup>