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.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
- 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.
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 |