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🙋‍♂️Managing leads

The Customer Leads page is your central workspace for processing the results found by your Hunter Agents. This section guides you through the workflow of reviewing, organizing, and acting on your leads.

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The Leads Dashboard

Your dashboard is organized to give you a quick "at a glance" view of your pipeline health.

  • Lead Cards: Each lead is presented as a card containing the prospect's name, role, company, and their Intent Score.

  • Signal Indicators: Visual icons indicate the source of the lead (e.g., LinkedIn, Reddit) and the specific keywords that triggered the match.

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Lead Details

Clicking on any lead card opens the Lead Details view. Here you can see comprehensive information:

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Profile

Full name, current position, and company details.

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Scoring Analysis

A breakdown of why this lead was chosen, including the "Urgency" and "Fit" factors.

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Signal Context

The actual post, comment, or search query that triggered the alert. This context is crucial for crafting a personalized opening message.

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Contact Info

Verified email addresses and social profile links.

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Workflow Statuses

To help you stay organized, every lead has a workflow status. You can toggle these statuses to track your outreach progress:

  • TO DO: New leads that have not been reviewed or contacted.

  • DOING: Leads that you are currently researching or have drafted outreach for.

  • DONE: Leads that have been contacted or qualified out.

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Actioning Leads

Directly from the platform, you can take several actions:

  • Draft Email: Use our AI to generate a personalized email draft based on the lead's specific intent signal.

  • View on LinkedIn: Open their profile directly to connect or send an InMail.

  • Export: Download your lead list as a CSV file to import into your CRM (Salesforce, HubSpot, Pipedrive, etc.).

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Best Practices

  • Review Daily: High intent signals can go cold quickly. We recommend reviewing your "TO DO" list every morning.

  • Check the Context: Always read the original signal text before reaching out. Mentioning their specific problem in your first message significantly increases response rates.

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