Find leads
- Search by name, email, or company.
- Tabs split the list into All, Private, and Shared with me.
- Sort by latest, oldest, name, ICP fit, or recently updated.
Filter
Combine filters to slice the list:| Filter | Examples |
|---|---|
| Source | QR scan, CSV import, event, manual |
| Stage | New, Contacted, Qualified, Demo, Proposal, Negotiation, Closed — Won, Closed — Lost |
| ICP fit | Strong, good, moderate, weak, no fit |
| Enrichment | Not enriched, Enriching, Partial, Enriched |
| Assigned to | A teammate, or unassigned |
| Tags | Any tags in your workspace |
| Event | Leads linked (or not linked) to an event |
| Data | Has email / has phone / has company |
Bulk actions
Select multiple leads to act on them at once:- Assign to a team member
- Add tags
- Sync to CRM
- Email (drafts copied to your clipboard)
- Edit custom fields
- Export as CSV
- Delete
Visibility: who sees a lead
Each lead has a visibility level:- Private — only you (the creator)
- Shared — visible to specific subteams
- Workspace — visible to everyone in the workspace
Export
- CSV — Leads → Export → CSV lets you filter, pick columns, and download.
- CRM — Leads → Export → CRM syncs leads to your connected CRM (HubSpot, Salesforce, Zoho, or Attio) and shows a log of what synced, what’s pending, and what failed.