Lead details
Open one lead to see the person, their company, how well they fit and an AI summary of their visits.
Click any lead to open it: contact details, company, ICP score, every visit and where they came from.
- Click a lead in the table.
- Read the card: contact, company, ICP score, visits and source.
- Add to campaign to reach out, or move to the next lead with the arrows.
Common questions
What is the AI summary? About 50 words on what this visitor did on your site, written from their company, country and the pages they viewed, ending with a verdict: Ready to Buy, Research or Just Browsing. It is written fresh each time, so the wording can change.
Exact Visitor or Suggested Contact? Exact Visitor means the person in the card is the one who visited. Suggested Contact means we identified the company and are suggesting someone there who fits your ICP (the rule in the EU and the EEA). Which countries get the exact person?
What is Signal source? Where the lead came from: a visit to your website, an intent topic they were researching elsewhere, or both.
The visitor is not the buyer. Who else works there?
Ask your AI assistant for the people at the lead's company, by department (for example Sales), with their title, seniority and LinkedIn; it is free. From code, GET /v3/leads/{leadId}/company-people.
How do I send a lead to my CRM? Connect the CRM under Automations; the Contact and Company cards then show Send to HubSpot / Pipedrive / Zoho / Salesforce and, once sent, Open in …. Automations can do this for every new lead.
Where are notes and tags? Both are on the card: + Add tag and Notes. Notes on leads · Tag leads.
Every control on this screen
Every button, field and switch, with what it does.
Leads — lead details drawer · 64 controlsNeeds: leads view
| ▶ Replay session (page pill) | Shows information | needs the session-recordings add-on; locked icon opens recording settings |
| ← Leads (close the lead) | Shows information | |
| Previous lead (←) | Shows information | |
| Next lead (→) | Shows information | |
| Close (Esc) | Shows information | |
| Add to campaign / Setup your first email campaign | Shows information | |
| Campaign picker | Shows information | |
| Campaign to add the lead to | Button | the list only shows with 2+ active campaigns |
| Add to campaign (starts the sequence) | Button · changes your account | With one active campaign this button adds the lead to it straight away. |
| Create a campaign | Shows information | There is no campaign yet: create one first, then add the lead. |
| Open Engage (all campaigns paused) | Shows information | Every campaign is paused: resume one in Engage, then add the lead. |
| Copy email | Shows information | |
| LinkedIn profile | Shows information | |
| + Add tag | Shows information | |
| Search or create a tag… (Enter creates it) | Text box | |
| Tag (click adds / removes it) | Button · changes your account | |
| Create tag "…" | Button · changes your account | |
| Remove tag (×) | Opens a panel or page | |
| Notes (click to edit) | Shows information | |
| Add a note about this lead… | Text box | |
| Save note | Button · changes your account | |
| Cancel note | Shows information | |
| ICP score, Last visit, First seen, Session, Signal source | Shows information | |
| Contact card | Shows information | |
| Contact → Details | Shows information | |
| Contact → Profile | Shows information | |
| Contact → Verification | Shows information | |
| Copy email (Contact card) | Shows information | |
| Company card | Shows information | |
| Company → Overview | Shows information | |
| Company → About | Shows information | |
| Company → Website | Shows information | |
| Company → Financial | Shows information | |
| Company → Social | Shows information | |
| Company → Tech | Shows information | |
| Send contact to HubSpot | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open contact in HubSpot | Shows information | |
| Send contact to Pipedrive | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open contact in Pipedrive | Shows information | |
| Send contact to Zoho | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open contact in Zoho | Shows information | |
| Send contact to Salesforce | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open contact in Salesforce | Shows information | |
| Send company to HubSpot | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open company in HubSpot | Shows information | |
| Send company to Pipedrive | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open company in Pipedrive | Shows information | |
| Send company to Zoho | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open company in Zoho | Shows information | |
| Send company to Salesforce | Button · changes your account | opens the send dialog; only connected CRMs show |
| Open company in Salesforce | Shows information | |
| AI company brief | Shows information | |
| Session activity (pages + replay) | Shows information | |
| Topic surge — 3rd-party intent | Shows information | |
| Keyword match | Shows information | |
| LinkedIn engagement | Shows information | |
| AI qualification | Shows information | |
| People at <Company> | Shows information | |
| Department filter (People at company) | Button | |
| Engage activity | Shows information | |
| Engage activity (Prospector contact) | Shows information | |
| Score breakdown | Shows information | |
| Score breakdown → Model | Button | only with more than one model |
| Automations (which ran for this lead) | Shows information |