Work a lead from its full page

Every lead has a full page at /leads/<id>: the whole record for one person, and the only place you can write notes and set follow-up dates. Everything on it is shared with the rest of the workspace.

Open a lead’s full page

1. From the lead sheet

   Click a lead in the leads list to open its side sheet, then choose Full details at the bottom or the Open full page icon at the top. The dashboard’s Open lead and the Priority Queue’s Review lead open the same sheet, and so do the links in Embers emails, Slack cards, and HubSpot.

2. From search

   Open the command palette with Cmd or Ctrl and K, type a name, and pick the lead.

3. Move to the next lead

   When you arrived from the leads list, the header shows “3 of 120” with previous and next buttons. Alt with the left or right arrow does the same. Back to leads returns you to the list.

What the page shows

The header carries the person, their LinkedIn link, the Hot flame when they are Hot, their headline (two lines; hover for the rest), and the company, location, industry, and followers as one line, then a Sent to pill for each outreach tool the lead was pushed to and any found email and phone number, which you click to copy. The header scrolls away with the page; once it is out of view, a slim bar stays at the top with the person, their ICP fit, the status, and the previous and next buttons.

Beside the person (below them on a phone) is the verdict: their ICP fit as a ring, one line that says whether to act, such as “Strong fit, gone quiet.” or “Hot: strong fit, engaging this week.”, what they last did and when, their latest comment quoted (or why they fit, when they did not comment), and Write message, which takes you to Your reply, the DM draft. Under it in small print: the Signal score out of 100 (the lead score that orders the list), their engagements (hover for the engagement rate), when they last engaged, and “Engaging more often” or “Engaging less often” when their pace has changed. A lead still being scored reads “Still being scored.” and one the classifier did not match reads “Not your ICP.” Below the header, in order:

How scoring works explains the score and trend, and read and correct an ICP match explains the verdict and how to tag it with Tag ICP fit.

Act on the lead

Write message, in the verdict, is the main action: it takes you to Your reply, the opener written for this person. Under the person:

• Status: Pending, Contacted, Replied, Call booked, or Not interested. A dismissed lead shows Reactivate instead.
• Send to pushes the lead to a connected destination. See Send a lead to a destination.
• More actions (the ⋯ button after Send to) holds Add note, which jumps to the notes box; Reveal contact, which looks up a work email and phone (see reveal a lead’s email and phone), shown only when your plan includes contact details and the lookup has not run (on Free and during the trial the profile column shows the contact upgrade card instead); Dismiss while the lead is Pending; and Block followed by the company name, which asks you to confirm, then blocks the company and dismisses the lead.

Set a follow-up and write notes

1. Mark the lead contacted

   Choose Contacted or Replied in the status menu. The Outreach card appears next to the DM draft.

2. Pick a follow-up date

   Under Follow up on…, choose a date. Past dates are not offered. On that day the lead enters the Priority Queue as due today, and the day after it is overdue and marked urgent.

3. Add a note

   Type in the notes box and press Enter; Shift and Enter adds a line. A note can run to 5,000 characters. The author or an account administrator can edit or delete it later.

The Note box inside the Outreach card is shorter, 280 characters, and records the outcome of the conversation. It is also added to the notes list.

What the page does not have

• Lists. Add or remove a lead’s lists from its lead sheet in the leads list (the Lists section), or select rows and choose Add to list. See Lead lists.
• Outcomes. Record a reply, meeting, opportunity, or customer from the Priority Queue.
• A history of status changes. The Outreach card shows only the current status and when it was set.

Troubleshooting

• “Lead not found”. The workspace is on Free, or the trial ended unpaid. The page needs Solo or above. If the plan is paid, the lead may have been removed or its company blocked.
• No previous and next buttons. They only appear when you opened the page from the leads list in the same session.
• No follow-up picker. The status is Pending, Call booked, or Not interested. Set it to Contacted or Replied.
• Contact details say they unlock on a paid plan. Emails and phone numbers are not part of the free trial. They unlock with your first paid month.

Related