[{"data":1,"prerenderedAt":199},["ShallowReactive",2],{"shell":3,"article:leads":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":23,"slug":23,"kind":34,"href":35,"icon":36,"title":37,"description":38,"level":39,"status":40,"verification":41,"reviewedAt":42,"videoStatus":43,"productLocation":44,"topic":45,"html":48,"toc":49,"shots":66,"related":99,"topicNext":138,"paths":139,"videos":145,"sidebar":146},"guide","\u002Fguides\u002Fleads","users","Find and review leads","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","beginner","published","browser-observed-read-only","2026-11-04","planned","Leads",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access to the relevant lead area. Your workspace's labels and permissions can affect what appears.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-filters-mobile\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-filters-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead filters on a phone with Include Tags, Exclude Tags, List, Email Status, Stage, Status and Score above the lead list\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-filters-mobile.jpg\" alt=\"Lead filters on a phone with Include Tags, Exclude Tags, List, Email Status, Stage, Status and Score above the lead list\" width=\"390\" height=\"844\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The lead filters on a phone, where you narrow the list by tags, list, stage, status or score. \u003Ca href=\"#screenshots\" class=\"more\">See all 3 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-filters-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-a-lead-without-changing-it\">\u003Ch2 id=\"review-a-lead-without-changing-it\">Review a lead without changing it\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open the appropriate lifecycle list: \u003Cstrong>Imported List\u003C\u002Fstrong>, \u003Cstrong>Validated Leads\u003C\u002Fstrong>, \u003Cstrong>Marketing Qualified\u003C\u002Fstrong>, \u003Cstrong>Sales Qualified\u003C\u002Fstrong>, or \u003Cstrong>Unqualified\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Use the shared search to narrow the records. Read the lifecycle counts alongside the results; a lead may exist in a different lifecycle from the one currently open.\u003C\u002Fli>\n\u003Cli>If the current list has no matches, follow the offered matching lifecycle or suggestion. Related-contact results open the parent lead; linked-lead results open the lead identified by that link.\u003C\u002Fli>\n\u003Cli>Open the intended record and check its identity in the \u003Ca href=\"\u002Fguides\u002Flead-record\">lead record\u003C\u002Fa> before editing or contacting anyone.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>An empty Imported list can be normal after a successful import: records that passed validation appear under Validated. An account with no leads presents an import starting point. These are different situations from a search that finds nothing in the current lifecycle.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"select-records-carefully\">\u003Ch2 id=\"select-records-carefully\">Select records carefully\u003C\u002Fh2>\u003Cp>Selecting leads reveals bulk actions. Selection is cleared when switching lifecycle tabs. Before using any bulk action, recheck the selected records and the count in the action panel. Tags, lists, and tasks change stored information; bulk email and message panels lead into outbound communication. Browsing a list does not authorize sending to that list.\u003C\u002Fp>\u003Cp>If the page says it is showing only the first matches, refine the search. Do not treat the visible rows as a complete export or assume that every matching record has been selected.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-the-result-and-recover\">\u003Ch2 id=\"check-the-result-and-recover\">Check the result and recover\u003C\u002Fh2>\u003Cp>Successful browsing means the intended lead opens with the expected details. After an authorized edit, verify the saved record separately; a row moving on screen is insufficient evidence of persistence. For \u003Cstrong>Lead results could not be loaded\u003C\u002Fstrong>, use \u003Cstrong>Try again\u003C\u002Fstrong>. Clear the search and check other lifecycle tabs before concluding that an imported lead is missing.\u003C\u002Fp>\u003Cp>Related guides: \u003Ca href=\"\u002Fguides\u002Fimport-leads\">Import\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fpipeline\">Pipeline\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"detailed-guides\">\u003Csummary>\u003Ch2 id=\"detailed-guides\">Detailed guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>For individual intake, read \u003Ca href=\"\u002Fguides\u002Fworkflow-manual-lead\">Add a lead manually\u003C\u002Fa>; \u003Cstrong>Save & Research Lead\u003C\u002Fstrong> starts research as well as saving. For bulk changes, read \u003Ca href=\"\u002Fguides\u002Fmass-update\">Mass update\u003C\u002Fa> before selecting records.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"lead-filters-mobile\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-filters-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead filters on a phone with Include Tags, Exclude Tags, List, Email Status, Stage, Status and Score above the lead list\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-filters-mobile.jpg\" alt=\"Lead filters on a phone with Include Tags, Exclude Tags, List, Email Status, Stage, Status and Score above the lead list\" width=\"390\" height=\"844\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The lead filters on a phone, where you narrow the list by tags, list, stage, status or score.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-filters-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"leads-validated-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"leads-validated-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Leads page with Validated Leads selected among summary cards, above a lead table with scores; contact details are blurred\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fleads-validated-desktop.jpg\" alt=\"Leads page with Validated Leads selected among summary cards, above a lead table with scores; contact details are blurred\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Leads page on Validated Leads, with counts for each stage above your list of scored leads.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"leads-validated-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"leads-validated-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"leads-validated-mobile\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"leads-validated-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Leads page on a phone with Imported and Validated count cards above a list of leads; names are blurred\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fleads-validated-mobile.jpg\" alt=\"Leads page on a phone with Imported and Validated count cards above a list of leads; names are blurred\" width=\"390\" height=\"844\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Leads list on a phone, with the Imported and Validated counts at the top and your leads below.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"leads-validated-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[50,54,57,60,63],{"id":51,"text":52,"depth":53},"review-a-lead-without-changing-it","Review a lead without changing it",2,{"id":55,"text":56,"depth":53},"select-records-carefully","Select records carefully",{"id":58,"text":59,"depth":53},"check-the-result-and-recover","Check the result and recover",{"id":61,"text":62,"depth":53},"detailed-guides","Detailed guides",{"id":64,"text":65,"depth":53},"screenshots","Screenshots",{"lead-filters-mobile":67,"leads-validated-desktop":74,"leads-validated-mobile":94},{"id":68,"src":69,"alt":70,"caption":71,"width":72,"height":73},"lead-filters-mobile","\u002Fmedia\u002Fscreenshots\u002Flead-filters-mobile.jpg","Lead filters on a phone with Include Tags, Exclude Tags, List, Email Status, Stage, Status and Score above the lead list","The lead filters on a phone, where you narrow the list by tags, list, stage, status or score.",390,844,{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":81},"leads-validated-desktop","\u002Fmedia\u002Fscreenshots\u002Fleads-validated-desktop.jpg","Leads page with Validated Leads selected among summary cards, above a lead table with scores; contact details are blurred","The Leads page on Validated Leads, with counts for each stage above your list of scored leads.",1920,873,{"src":82,"width":83,"height":80,"title":84,"callouts":85},"\u002Fmedia\u002Fannotated\u002Fleads-validated-desktop-annotated.svg",2390,"Find a lead",[86,89,91],{"number":87,"text":88},1,"The highlighted Validated Leads card shows which list you are viewing.",{"number":53,"text":90},"Company \u002F Name lists each lead. Open a row to see that lead's details.",{"number":92,"text":93},3,"Score shows how strong a lead looks. A high score is not consent to contact them.",{"id":95,"src":96,"alt":97,"caption":98,"width":72,"height":73},"leads-validated-mobile","\u002Fmedia\u002Fscreenshots\u002Fleads-validated-mobile.jpg","Leads page on a phone with Imported and Validated count cards above a list of leads; names are blurred","The Leads list on a phone, with the Imported and Validated counts at the top and your leads below.",[100,106,112,120,127,132],{"slug":101,"title":102,"href":103,"icon":36,"description":104,"level":39,"productLocation":105},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","Leads → open a lead",{"slug":107,"title":108,"href":109,"icon":110,"description":111,"level":39},"import-leads","Import a small list of leads","\u002Fguides\u002Fimport-leads","upload","Prepare a compatible file, choose import settings and check where records appear.",{"slug":113,"title":114,"href":115,"icon":116,"description":117,"level":118,"productLocation":119},"pipeline","Review and update the pipeline","\u002Fguides\u002Fpipeline","calendar-check","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","intermediate","Pipeline",{"slug":121,"title":122,"href":123,"icon":124,"description":125,"level":118,"productLocation":126},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","mail","Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…","Communication",{"slug":128,"title":129,"href":130,"icon":36,"description":131,"level":118},"workflow-manual-lead","Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","The add-lead form creates a record and requests basic research. You need authorization to add the lead and start that processing. The submission button is Save…",{"slug":133,"title":134,"href":135,"icon":36,"description":136,"level":137},"mass-update","Review a mass update before changing leads","\u002Fguides\u002Fmass-update","Mass Update Leads changes one field across matching records. Use it only with authority to edit the intended lead population and a precise change request. This…","advanced",{"slug":101,"title":102,"href":103},[140],{"slug":141,"title":142,"href":143,"letter":144},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",[],{"title":46,"href":47,"groups":147},[148],{"title":149,"items":150},null,[151,152,153,154,158,162,166,170,174,178,182,186,190,194,195],{"label":37,"href":35,"slug":23},{"label":102,"href":103,"slug":101},{"label":129,"href":130,"slug":128},{"label":155,"href":156,"slug":157},"Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","workflow-lead-notes",{"label":159,"href":160,"slug":161},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":163,"href":164,"slug":165},"Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","workflow-lead-edit",{"label":167,"href":168,"slug":169},"Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","workflow-lead-contacts",{"label":171,"href":172,"slug":173},"Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","workflow-lead-documents",{"label":175,"href":176,"slug":177},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":179,"href":180,"slug":181},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":183,"href":184,"slug":185},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":187,"href":188,"slug":189},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":191,"href":192,"slug":193},"Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","workflow-lead-activity",{"label":134,"href":135,"slug":133},{"label":196,"href":197,"slug":198},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",1793910213571]