> For the complete documentation index, see [llms.txt](https://huntingalice.gitbook.io/about/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://huntingalice.gitbook.io/about/managing-leads.md).

# 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.

## 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.

## Lead Details

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

{% stepper %}
{% step %}

### Profile

Full name, current position, and company details.
{% endstep %}

{% step %}

### Scoring Analysis

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

{% step %}

### Signal Context

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

{% step %}

### Contact Info

Verified email addresses and social profile links.
{% endstep %}
{% endstepper %}

## 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.

## 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.).

{% hint style="info" %}
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.
  {% endhint %}


---

# Agent Instructions
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## Querying This Documentation
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