Find and filter leads in the leads list

The leads screen (Leads in the sidebar, /leads) holds every person who engaged with a profile, post, or keyword the workspace watches and matched your ideal customer profile. Statuses, notes, and lists are shared across the workspace, so a lead one member marks contacted is contacted for everyone. The Priority Queue tells you who to deal with today; this list is where you search.

Tabs

The first two tabs show their counts. ICP Leads is a subset of All Engagers.

Hot leads

A Hot lead is worth a message now: a confirmed ICP match whose fit is above 70% and who engaged in the last 7 days. A Hot lead has an orange flame after its name in the table, on its card, and beside the name in the lead sheet and on the lead page; hover the flame for its fit and when they engaged. Nothing else in the app is orange.

There is no Hot Leads tab. The Hot button in the toolbar, beside Filters, shows only Hot leads: it applies an ICP match floor of 71% and Last active: 7 days together. While it is on the button stays highlighted, and selecting it again turns both off. Hot only in the filter panel is the same switch. A strong fit who last engaged three weeks ago is not Hot; a manual approval is never Hot. An old ?tab=hot-leads link opens ICP Leads with the Hot filter on.

To see people who engaged but did not match your ICP, open All Engagers. Picking a Signal source also widens the list to everyone that source found.

Columns

The table shows Lead, Title, Company, Country, ICP, Signal, Why, and Status. Edit Columns turns on Industry, Employee Size, and Found, hides any column except Lead and Status, and splits names into first and last.

• Lead is the photo and name. The LinkedIn icon opens the profile in a new tab.
• ICP is the fit percentage with four bars for its tier: four for a Strong fit (80% and up), three for Good (60%), two for Partial (40%), and one for Weak. “Not ICP” shows no number, and a lead not yet judged reads “Scoring”. Hover it for the tier, the reason, why this score, and Marked by you on a fit you set by hand. See read and correct an ICP match.
• Signal is who they engaged with: the watched profile’s photo and name, or Your posts, Your comments, Keyword, or Qualified post, with +1 when more than one source found them. Under it are their comments and reactions (or reposts and posts) as small counts, and when they last engaged. Hover it for every source.
• Why quotes their latest comment when they wrote one, which is usually the best opener. Otherwise it says why they match your ICP.
• Found is when Embers first found the person in this workspace, such as “3d ago”, with the exact date on hover. It is off until you turn it on in Edit Columns. Each workspace keeps its own date, so someone another workspace found last year shows the day this one found them. A historical backfill finds older engagers on the day it runs.
• Status is a menu you can change in the row. It shows as a dot and a word until you point at the row, and always as a menu on a touch screen. Dismissed rows show Reactivate.

The lead score itself orders the list but is not a column. How scoring works explains it.

Choose how the list looks

The list opens as a table. View, at the end of the toolbar beside Edit Columns, offers three other ways to read the same leads:

1. Choose View

   Pick a view. The list redraws under a blue bar, such as “Previewing Compact list. Nothing changes until you apply.” Sorting, tabs, filters, paging and the lead sheet work as they do in the table.

2. Keep it or go back

   Apply with the view’s name, such as Apply compact list, keeps it for you on this page in this browser. Back to your current view, such as Back to table (or Esc), returns to it without changing anything. Change it again any time from View.

Cards fill the width you have: one column on a narrow window, up to four on a wide one. In the compact list and the source groups, tick people for bulk actions as in the table; a box at the top selects the page, and one in each group’s header selects that group. Grouped by source counts only the leads on the current page, and says so: a lead that engaged in two places sits under the source its Signal shows first. Edit Columns is only in the table, since the other views have no columns. On a phone the list is always cards and there is no View menu.

Filter the list

1. Search

   The search box matches a name, company, or title. / jumps to it.

2. Open Filters

   Filters opens Filter leads (Filter engagers on All Engagers) from the right. Its rows sit in groups (Fit, Engagement, Person, Company, Lists), and each row shows what it has set, such as “Sales +1”, or Any. The rows: ICP match (Any score, 80%+, 90%+, 95%+) and Hot only under Fit, Signal (Posts, Comments, Watchlist, Keyword, Qualified post), Function, Industry, Employee size, Seniority, Country, Position, Company, Lists (when you have any), Engagements (2+, 5+, 10+), and Last active (7, 14, or 30 days). A section the tab does not support is left out.

3. Apply them

   The panel counts matching leads as you pick: “Nothing selected yet” with the total before you pick, then “12 leads match” with Clear all. Nothing changes until you choose Show 12 leads (the button names the count); Clear resets the panel. Each applied filter becomes a chip you can remove, with Clear all once there are two.

An ICP match floor leaves out leads that have not been classified yet. Sorting is Best or Weakest ICP fit and Most or Least active on ICP Leads and All Engagers, with Best ICP fit as the default, and Most or Least recent on Contacted. Every tab also offers Newest found and Oldest found, in the toolbar sort menu and in the phone Filters sheet, and the Found column head sorts both ways. Switching tabs keeps the filters the new tab supports and drops the rest.

Open a lead

Click a row to open the lead sheet. It follows the job, deciding then writing: the person with their ICP fit and, when Hot, the Hot flame; what they did (They commented, They reacted, They posted), with their own words quoted or, for a reaction, the post they reacted to in grey, and where and when; Your reply, the suggested opener with Connection and Direct message; Why they fit, with a blue check on each ICP attribute they match and Is this a lead? Yes · No; Verified contact; Outreach status; and Lists, the lists the lead is on. The footer has Mark contacted (or Open on LinkedIn once contacted) and Full details, which opens the full lead page with notes, follow-up dates, and the engagement timeline.

Work leads one at a time

Focus takes the leads a tab shows and puts them in front of you one at a time, from who they are to a message sent. Above the list, beside the total, choose Work these 20 (the number is the leads on the page; on a phone it sits under the tabs). Focus keeps your tab, filters, and page, and Exit Focus or Esc brings you back to the list as you left it.

Each lead shows who they are with their ICP fit and, when Hot, the flame; what they did, with their words quoted; why they fit; and Your message. Embers writes a draft once a lead has been on screen for a moment, a Connection request or, for someone you are already connected to, a Direct message. Edit it in the box; Write another asks for a new one. Drafts need Solo or above and your product described in Settings; without them, write your own in the box.

Then:

1. Copy and open LinkedIn copies the message and opens their profile in a new tab. Embers never sends anything.
2. Send it on LinkedIn, then come back. Focus asks Sent it?: choose Mark contacted, or Not yet to keep the lead open.
3. Focus moves to the next lead. Skip leaves a lead as it is, Back returns to the previous one, and Dismiss takes them out of your queues. A message confirms Mark contacted and Dismiss, with Undo.

The queue is the page as it was when Focus started, so a lead that leaves the tab once contacted does not move the others. At the end, Work the next 20 starts on the tab’s next page.

Work your conversations

The Contacted tab is everyone you reached out to, grouped by what to do next. It needs Solo or above; on Free, Contacted is a table.

At the top: Contacted (everyone in a conversation, whatever happened next), Replied, and Call booked, each with its share of everyone contacted. Then five groups, each with its count and Show 10 more when it holds more:

Each person shows when they reached their stage (“Contacted 3 days ago”), their follow-up date, and your note. A change moves them to their new group straight away, and the message has Undo. Leads closed as not interested are counted under the groups; they stay in Leads. Set a follow-up date on the full lead page.

Search, filters, and sort don’t apply to the groups, so the toolbar is hidden. On a computer, View at the end of the tab row switches to Table for those, and back to Pipeline. Phones always show the pipeline.

Work these 20 is not on the pipeline, whose groups are not a page of leads. Switch View to Table to work contacted leads in Focus.

Statuses

Contacted, Replied, Call booked, and Dismissed record when they were first set, which is what reports count. Setting a lead back to Pending clears those dates.

Bulk actions

Tick rows to open the bulk bar. Once the whole page is selected, the bar offers to select every lead matching the tab and filters, up to 5,000. With a selection you can:

• Add to list: an existing list, or Create new list. List names are unique per workspace and a lead can sit in several. A tick marks a list every selected lead is already on, and “1 of 2” a list some of them are on. A message names the list, such as “3 leads added to “Founders””, with View list to open it; leads that were already on it are counted too (“1 lead added to “Founders”, 1 was already on it”, or “Already on “Founders””). Choosing a ticked list takes the selection off it. See Lead lists.
• Remove from list: shows while a list is open, and takes the selected leads off it. See Take leads off a list.
• Block company: names every company in the selection before anything is blocked. See Block a company.
• Send to: push the selection to a destination. See Send a lead to a destination.
• Export: download a CSV. See Export leads to CSV.

Lead lists

A list is a set of leads you keep together to work through, such as founders to message this week. Lists are shared across the workspace and need Solo or above.

• Find them in the sidebar under Lists, between Review and Signals, once the workspace has one. Each row shows how many leads are on the list. Past six lists, Show N more opens the rest. On a phone, open More; the lists sit at the bottom of the sheet.
• Open one to see the leads list narrowed to it, on the All Engagers tab so everyone on the list shows, ICP match or not. The top bar reads Leads › and the list’s name. The list also shows as a List: filter in the toolbar; remove it to see every lead again.
• Make one from the bulk bar (Add to list, then Create new list), or with the + beside Lists in the sidebar, which opens New list and then the empty list.
• Rename or delete one from List actions: the … at the right of its sidebar row (point at the row to see it) or the … in the top bar while it is open. The same menu has Fill automatically; see fill a list automatically. Delete list removes the list only; its leads stay in Leads.

A list nobody has been added to yet reads “No one on” and its name, with Go to all leads. Its line says how it fills up: from the profiles and keywords that fill it, or with Add to list and Fill automatically.

Fill a list automatically

A list can fill itself from your own profile, a watched profile, or a tracked keyword. After each scan, the new leads that source finds are added to the list. Only people who match your ICP are added, the same people its agent counts as leads.

• From the list: open it, then choose … and Fill automatically. Switch on the profiles and keywords whose leads should land here; each switch saves as you flip it. A profile or keyword fills one list at most, so one that already fills another list says “Fills” and that list’s name, and switching it on here moves it.
• From the profile or keyword: on the Watchlist, open its row menu and choose New leads go to. On Agents, each profile’s card has a New leads go to row showing the list and how many leads it holds (its details have it too); choose the row, and Open with the list’s name takes you to it. For a keyword, use the list icon on its chip under Tracked keywords. Pick a list, No list, or Create new list…, which names a new list and picks it.

Choosing a list also adds the leads that source already found, and the message counts them, such as “3 leads from traxy added to “Founders”. New ones follow.” Choosing No list stops new ones and keeps the leads already on the list. A lead you take off the list stays off; later scans do not add it back.

A list that fills itself says so under its name, “Fills itself” and where its leads come from, with Change to open the same switches. New leads arrive only while the agent scans, so a paused agent adds nothing until you resume it.

Take leads off a list

• Several at once: open the list, tick the leads, and choose Remove from list in the bulk bar. From any other page, tick them, open Add to list, and choose the list with a tick beside it.
• One lead: open its lead sheet. Under Lists, choose the × on the list’s name. Add to list in the same section ticks or unticks any list and stays open, so you can change several.

The message says how many left the list, such as “2 leads removed from “Founders””, with Undo to put them back. Nothing asks first, because the leads stay in Leads and Undo reverses it.

When selecting every matching lead goes past the page, the menu shows no ticks: only the leads on screen are checked. Adding still works, and the message says how many were already on the list.

Keyboard shortcuts

Letter shortcuts never fire in a text field. Find your way around has the app-wide list.

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