About tab
- Lead information — name, email, phone, company, job title, location, and links
- Company — industry, size, headquarters, founding year, and funding, filled in by enrichment
- ICP — fit score with a breakdown by dimension; see ICP scoring
- Notes — add timestamped notes; edit or delete your own
- Custom fields — extra fields defined by your workspace
- Business card — the photo, if the lead was captured by card scan
Activity tab
A timeline of everything that happened to the lead: capture, stage changes, tags, notes, emails, meetings, assignment changes, enrichment runs, and CRM syncs.Sidebar
The sidebar shows the lead’s stage, source, deal value, close date, ICP score, owner, capture date, and tags — most are editable in place.Actions
| Action | What it does |
|---|---|
| Email lead | Opens the composer with the lead’s address filled in — see Email outreach |
| Add tag | Tag the lead for filtering |
| Reassign | Change the lead’s owner |
| Sync to CRM | Push the lead to your connected CRM |
| Enrich with FLOW | Run enrichment on demand |
| Book meeting | Opens your meeting scheduler, if configured |
| Mark as Won | Records the deal amount and close date |
| Mark as Lost | Records a lost reason (no budget, lost to competitor, not qualified, no response, other) |
| Export / Delete | Download the lead, or remove it permanently |