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Leads lists everyone in the workspace, whichever sender or sequence reached them.

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How leads are matched

Each person is stored once per workspace. A new lead is matched against existing leads by:
  1. LinkedIn identifier: the part after linkedin.com/in/ (upper and lower case count as the same)
  2. Otherwise work email
  3. Otherwise personal email
If a match exists, the details are merged instead of creating a duplicate. A lead needs at least a LinkedIn identifier or an email.

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Finding leads

  • Search by name, company, headline, identifier or email.
  • Filter by client, list, stage, tag, and do-not-contact status (DNC). Use Clear to reset.
  • Filter on profile data once leads have been enriched: past company, skill, school, profile language, follower count, or posted in the last N days.
  • Save view stores the current filters as a chip at the top of the list. Saved views are kept in your browser for this workspace.
The table shows 50 leads per page.

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Adding a lead by hand

Click New lead and paste a LinkedIn URL or identifier, or enter an email. You can also set names, company, title, headline, emails, client, list and stage. If the lead already exists, the details are merged.

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Lists, stages and tags

Use Manage to create, rename, color or delete these:

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Bulk actions

Tick leads to open the bulk bar. It offers Add tag, Remove tag, Set list, Set stage, Set client, Mark DNC, Clear DNC, Enrol in sequence, Enrich, Generate AI lines and Delete.
  • Enrich collects profile data for the selected leads, using leftover capacity only. Anything enriched in the last 90 days is skipped.
  • Generate AI lines writes an AI variable for them, ready for review.
Bulk actions work on up to 10,000 leads at a time.
Delete permanently removes the leads with their tags, relation history, enrollments and tasks. Their conversations stay in the Inbox. This can’t be undone.

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Do not contact

Marking a lead DNC means no sender will contact them. Their live enrollments end as suppressed, and anything queued is cancelled. You can still reply to them by hand in the Inbox. Clear DNC makes them eligible again, but doesn’t restart old enrollments. To block whole companies or lists of people — for the workspace, one client or one sequence — use Blacklists.

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Exporting

Managers can click Export CSV to download all leads, or only the selected client’s leads. The file opens in a new tab.