Leads

Create, import, enrich, and organize every contact. The Leads table is the source of truth for pipeline cards, audiences, and campaigns.

Browse and filter

Use Search leads, All Statuses, Assignee, and sort (e.g. Newest) to narrow the table. Download CSV exports the current filtered set. Column settings let you show form fields or custom columns.

Add a lead manually

1. Step 1: Open New lead

   On Leads, click New lead.

   

2. Step 2: Fill required fields

   Enter the contact basics, then choose which audience list they belong to.

   • First name / Last name

     Required. Used in personalization tokens like {{first_name}}.

   • Email

     Required. Primary address for campaigns and mailbox matching.

   • Audience

     Required. Assigns the lead to a list used by campaigns and filters.

3. Step 3: Optional advanced fields

   Click Show advanced options for company, phone, deal value, assignee, source, project type, budget, and notes.

   • Deal value ($)

     Feeds pipeline totals and analytics average deal size.

   • Assigned to

     Owner for pipeline filters and workload.

   • Source

     e.g. Website, Referral, LinkedIn — used in Analytics win rate by source.

   

4. Step 4: Create Lead

   Click Create Lead. The contact appears in the table and on the Pipeline board in the default stage.

Import CSV

1. Import from file

   Click Import CSV, upload your file, map columns to lead fields, and confirm the import.

   

Add from Apollo

1. Enrich and import

   Click Add from Apollo to search prospects and enrich emails into your workspace (API key required in integrations).

   

Customize columns

1. Form fields or custom columns

   Use Column settings to surface form submission fields or add custom columns for your process.

   

2. Custom column

   Create a custom column when form fields are not enough.

   

Lead detail page

1. Open a lead

   Click a row to open the full lead record — profile, stage, score, notes, activities, emails, and audience membership.

   

Export

1. Download CSV

   Click Download CSV to export all leads matching your current filters.