[{"data":1,"prerenderedAt":201},["ShallowReactive",2],{"shell":3,"article:a-small-list-beginner":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":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":49,"toc":50,"shots":73,"related":127,"paths":154,"videos":155,"path":156,"sidebar":200},"a-small-list-beginner","path","\u002Flearn\u002Fa-small-list-beginner","list-checks","A — Learn a small-list workflow","Learn where to keep context and plan the next action for a small lead list. You can complete this orientation using existing Demo records without importing…","beginner","published","browser-observed-read-only","2026-11-04","planned",{"slug":46,"title":47,"href":48},"learn","Learning paths","\u002Flearn","\u003Cfigure class=\"see shot\" data-shot-figure=\"leads-validated-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\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\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Leads page on Validated Leads, with counts for each stage above your list of scored leads. \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=\"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>\n\u003Csection class=\"section\" data-section=\"your-goal\">\u003Ch2 id=\"your-goal\">Your goal\u003C\u002Fh2>\u003Cp>Learn where to keep context and plan the next action for a small lead list. You can complete this orientation using existing Demo records without importing contacts, adding leads, requesting research, or saving anything.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-prereq\" data-section=\"what-you-need\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Before you start\u003C\u002Fp>\u003Ch2 id=\"what-you-need\">What you need\u003C\u002Fh2>\u003Cp>Use the Demo Account and an existing synthetic training record. No purchased number, SMS registration, mailbox pool, sender profile, or AI calling setup is needed to inspect leads, notes, and human tasks. For your own later rollout, start with 10–100 authorized contacts and practise the routine on three to five before expanding it.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"read-only-milestones\">\u003Ch2 id=\"read-only-milestones\">Read-only milestones\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>\u003Cstrong>Find the lead list.\u003C\u002Fstrong> Choose \u003Cstrong>Leads\u003C\u002Fstrong> in the header; it opens on \u003Cstrong>Validated Leads\u003C\u002Fstrong>. Open an existing training lead. The observed lead panel has \u003Cstrong>Notes\u003C\u002Fstrong>, \u003Cstrong>Edit\u003C\u002Fstrong>, \u003Cstrong>Documents\u003C\u002Fstrong>, \u003Cstrong>Contacts\u003C\u002Fstrong>, \u003Cstrong>Messages\u003C\u002Fstrong>, \u003Cstrong>Tasks\u003C\u002Fstrong>, \u003Cstrong>Emails\u003C\u002Fstrong>, \u003Cstrong>Calls\u003C\u002Fstrong>, \u003Cstrong>Scoring\u003C\u002Fstrong>, and \u003Cstrong>Activity\u003C\u002Fstrong>. Read what each tab offers without changing fields or tags.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Find the context and next action.\u003C\u002Fstrong> In \u003Cstrong>Notes\u003C\u002Fstrong>, identify \u003Cstrong>Note Type\u003C\u002Fstrong>, the composer, \u003Cstrong>Preview\u003C\u002Fstrong>, and \u003Cstrong>Save Notes\u003C\u002Fstrong>. In \u003Cstrong>Tasks\u003C\u002Fstrong>, inspect \u003Cstrong>Add Task\u003C\u002Fstrong>, the active-task filter, sorting, and \u003Cstrong>Show Closed\u003C\u002Fstrong>. The captured training lead showed no tasks; that is not a newly completed task exercise.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Understand the form before using it.\u003C\u002Fstrong> The \u003Cstrong>Add New Task\u003C\u002Fstrong> form was opened without entering or submitting anything. Locate \u003Cstrong>Task Title\u003C\u002Fstrong>, \u003Cstrong>Assigned to\u003C\u002Fstrong>, and \u003Cstrong>Advanced Options\u003C\u002Fstrong>. Scheduling placement differs between the reviewed source and this Preview capture; this review did not exercise those controls. Close the form without selecting a preset, editing a field, or pressing \u003Cstrong>Add Task\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Find a working list.\u003C\u002Fstrong> Open \u003Cstrong>Communication → Lists\u003C\u002Fstrong>. Inspect the list categories without selecting recipients or initiating a bulk action. A list organizes work; it is not an instruction to contact everyone in it.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Inspect intake choices.\u003C\u002Fstrong> Open \u003Cstrong>Import\u003C\u002Fstrong> in the header and review \u003Cstrong>Upload\u003C\u002Fstrong>, \u003Cstrong>History\u003C\u002Fstrong>, \u003Cstrong>Integration\u003C\u002Fstrong>, and \u003Cstrong>Lead Sources\u003C\u002Fstrong>. Do not choose a file, retry an import, sync an app, or copy private webhook details. See \u003Ca href=\"\u002Fguides\u002Fimport-leads\">Import\u003C\u002Fa> for the later operational workflow.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"box box-result\" data-section=\"your-useful-outcome-now\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Result\u003C\u002Fp>\u003Ch2 id=\"your-useful-outcome-now\">Your useful outcome now\u003C\u002Fh2>\u003Cp>You can locate an existing lead, explain where its notes and task history live, and identify the intake option appropriate to your eventual list. Describe one sensible next action in your own learning notes rather than changing the Demo record. Research screens can also be inspected, but existing partial research is not proof a new research request succeeded.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion box-later\" data-section=\"later-operational-exercise--not-performed\">\u003Csummary>\u003Ch2 id=\"later-operational-exercise--not-performed\">Later operational exercise — not performed\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">For later\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>When a permitted training-write session is available, save one factual note with \u003Cstrong>Save Notes\u003C\u002Fstrong>, create one human-assigned task with a due date, and reopen both to check persistence and the correct lead association. A fictional writing example is “Review Example Workshop requirements”; it is not a record created in this session. \u003Cstrong>Save & Research Lead\u003C\u002Fstrong> also requests research, so it is not a notes-only practice action. An import requires a separate upload and result review.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"if-the-view-is-confusing\">\u003Csummary>\u003Ch2 id=\"if-the-view-is-confusing\">If the view is confusing\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Check the workspace and filters before concluding a lead or task is missing. Empty history is different from a loading error. If an operation's result is uncertain in a later exercise, inspect the existing record before repeating it. Channel-setup prompts do not mean a phone number is required for notes and human tasks.\u003C\u002Fp>\u003Cp>Continue with \u003Ca href=\"\u002Flearn\u002Fd-follow-ups\">D — Follow-ups\u003C\u002Fa>, \u003Ca href=\"\u002Flearn\u002Fb-email-outreach\">B — Email\u003C\u002Fa>, or \u003Ca href=\"\u002Fguides\u002Fsettings-placeholders\">Placeholders\u003C\u002Fa> when reviewing reusable message wording.\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=\"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=\"lead-record-notes-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-notes-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Notes tab with Tags, a Note Type picker, Dictate, a note editor and a Save Notes button\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-notes-desktop.jpg\" alt=\"Lead record on the Notes tab with Tags, a Note Type picker, Dictate, a note editor and a Save Notes button\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Notes tab on a lead, where you add tags, pick a note type, type a note and select Save Notes.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-notes-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-notes-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"import-upload-mobile\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"import-upload-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Import Leads on a phone, with the Upload step, a drop area, a Choose Files button and supported formats\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fimport-upload-mobile.jpg\" alt=\"Import Leads on a phone, with the Upload step, a drop area, a Choose Files button and supported formats\" width=\"390\" height=\"844\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Import Leads on a phone, where you select Choose Files to pick a spreadsheet or PDF.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-mobile\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64,67,70],{"id":52,"text":53,"depth":54},"your-goal","Your goal",2,{"id":56,"text":57,"depth":54},"what-you-need","What you need",{"id":59,"text":60,"depth":54},"read-only-milestones","Read-only milestones",{"id":62,"text":63,"depth":54},"your-useful-outcome-now","Your useful outcome now",{"id":65,"text":66,"depth":54},"later-operational-exercise--not-performed","Later operational exercise — not performed",{"id":68,"text":69,"depth":54},"if-the-view-is-confusing","If the view is confusing",{"id":71,"text":72,"depth":54},"screenshots","Screenshots",{"leads-validated-desktop":74,"lead-record-notes-desktop":94,"import-upload-mobile":109},{"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":54,"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":79,"height":80,"annotated":99},"lead-record-notes-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-notes-desktop.jpg","Lead record on the Notes tab with Tags, a Note Type picker, Dictate, a note editor and a Save Notes button","The Notes tab on a lead, where you add tags, pick a note type, type a note and select Save Notes.",{"src":100,"width":83,"height":80,"title":101,"callouts":102},"\u002Fmedia\u002Fannotated\u002Flead-record-notes-desktop-annotated.svg","Add a note to a lead",[103,105,107],{"number":87,"text":104},"Use these tabs to move between Notes, Edit, Documents, Tasks, Calls and more.",{"number":54,"text":106},"Choose a Note Type, then type your note in the box below.",{"number":92,"text":108},"When your note is ready, select Save Notes to add it to this lead.",{"id":110,"src":111,"alt":112,"caption":113,"width":114,"height":115,"annotated":116},"import-upload-mobile","\u002Fmedia\u002Fscreenshots\u002Fimport-upload-mobile.jpg","Import Leads on a phone, with the Upload step, a drop area, a Choose Files button and supported formats","Import Leads on a phone, where you select Choose Files to pick a spreadsheet or PDF.",390,844,{"src":117,"width":118,"height":115,"title":119,"callouts":120},"\u002Fmedia\u002Fannotated\u002Fimport-upload-mobile-annotated.svg",860,"Import on a phone",[121,123,125],{"number":87,"text":122},"Tap the menu icon to move to another part of LeadScore.",{"number":54,"text":124},"Upload, Tag & note, and Process are the three import steps.",{"number":92,"text":126},"Tap Choose Files to pick a spreadsheet or PDF from your device.",[128,134,140,146],{"slug":129,"title":130,"href":131,"icon":132,"description":133,"level":40},"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":135,"title":136,"href":137,"icon":138,"description":139,"level":40},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","calendar-check","Understand how to turn the next action into a human-owned task with context and a due date. This orientation reads existing screens and leaves every task…",{"slug":141,"title":142,"href":143,"icon":144,"description":145,"level":40},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach","mail","Learn how to inspect a message's sender, recipient, wording, attachments, and delivery options. This path stops before sending, scheduling, or saving…",{"slug":147,"title":148,"href":149,"icon":150,"description":151,"level":152,"productLocation":153},"settings-placeholders","Placeholder fallback values","\u002Fguides\u002Fsettings-placeholders","layout-template","Choose what a message should say when a lead is missing a value. Useful fallbacks keep a sentence readable without inventing a person's name, company…","intermediate","Settings → Templates → Placeholders",[],[],{"id":34,"slug":34,"title":38,"href":36,"letter":157,"icon":37,"cover":158,"goal":164,"summary":165,"level":40,"lessons":166,"next":197},"A",{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":159},{"src":82,"width":83,"height":80,"title":84,"callouts":160},[161,162,163],{"number":87,"text":88},{"number":54,"text":90},{"number":92,"text":93},"I'm new: start with a small list","Find a lead, keep notes and plan your next action. No phone number or email setup needed.",[167,172,176,180,184,188,192,196],{"slug":168,"title":169,"href":170,"icon":171},"navigate-leadscore","Find your way around LeadScore","\u002Fguides\u002Fnavigate-leadscore","compass",{"slug":23,"title":173,"href":174,"icon":175},"Find and review leads","\u002Fguides\u002Fleads","users",{"slug":177,"title":178,"href":179,"icon":175},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record",{"slug":181,"title":182,"href":183,"icon":175},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes",{"slug":185,"title":186,"href":187,"icon":175},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks",{"slug":189,"title":190,"href":191,"icon":138},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create",{"slug":193,"title":194,"href":195,"icon":144},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication",{"slug":129,"title":130,"href":131,"icon":132},[198,199],{"slug":135,"title":136,"href":137,"icon":138},{"slug":141,"title":142,"href":143,"icon":144},null,1793910214282]