Leads
Managing leads
Manage accepted leads, add notes, and track communication history.
Leads tab
After accepting a company from search results, it moves to the Leads tab. This is the hub for managing your potential customers.
List view
The lead list shows:
- Company name and website
- Lead status
- Assigned campaign
- Date added
- Last activity
Lead operations
For each lead you can:
- View details — full AI analysis, company data
- Edit — add notes, change campaign
- Send email (Express) — instantly generate and send a personalized message
- Add to queue — schedule sending for later
- Reject — remove from the lead list
Note: Any Express operation or adding to the queue requires a connected sending mailbox and a published campaign with templates.