[{"data":1,"prerenderedAt":239},["ShallowReactive",2],{"shell":3,"article:lead-record":33,"path:a-small-list-beginner":191},{"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,"productLocation":45,"topic":46,"html":49,"toc":50,"shots":67,"related":93,"topicNext":131,"paths":135,"videos":141,"sidebar":142},"lead-record","guide","\u002Fguides\u002Flead-record","users","Work with a lead 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…","beginner","published","browser-observed-read-only","2026-11-04","planned","Leads → open a lead",{"slug":23,"title":47,"href":48},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>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 lead link may use the \u003Ccode class=\"chip\">?lead\u003C\u002Fcode> query parameter; it is not a separate full-page profile. You need access to the record in your current workspace. In Speed Dial, selecting a lead is distinct from \u003Cstrong>View Details\u003C\u002Fstrong>, which opens this drawer.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-notes-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\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\" 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. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\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>\n\u003Csection class=\"section\" data-section=\"read-the-record-first\">\u003Ch2 id=\"read-the-record-first\">Read the record first\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open a lead from its list, board card, or linked meeting.\u003C\u002Fli>\n\u003Cli>Confirm that the drawer shows the intended person or company. The header names each once: the title is the company or the person, and the line beneath it gives the other, with the contact's role. When a record holds several officers in one name, the first is shown with \u003Cstrong>+N more\u003C\u002Fstrong>, which opens \u003Cstrong>Contacts\u003C\u002Fstrong>. Depending on the workspace's industry, the header can also show the website, or the industry and location. Similar names and related contacts are reasons to check the identity before acting.\u003C\u002Fli>\n\u003Cli>Review the available tabs. The source includes \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>. \u003Cstrong>Playbooks\u003C\u002Fstrong> and \u003Cstrong>Account\u003C\u002Fstrong> depend on the record and available capabilities.\u003C\u002Fli>\n\u003Cli>Compare recent notes and activity with existing tasks before starting another follow-up. Review available email, message, and call history to avoid duplicating work.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>Archived records have a reduced set of tabs. A missing edit or communication tab on an archived record is therefore not the same as a failed page load. The conditional Account tab requires an eligible company-account context; its detailed workflow still needs a dedicated guide.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"choose-an-action-deliberately\">\u003Ch2 id=\"choose-an-action-deliberately\">Choose an action deliberately\u003C\u002Fh2>\u003Cp>The action menu includes communication options and management options. \u003Cstrong>Send Email\u003C\u002Fstrong>, \u003Cstrong>Make Phone Call\u003C\u002Fstrong>, \u003Cstrong>Send SMS Text\u003C\u002Fstrong>, and AI calling actions can lead to real outreach. Verify the recipient, channel setup, and your authorization before proceeding.\u003C\u002Fp>\u003Cp>Management actions include \u003Cstrong>Add Contact\u003C\u002Fstrong>, \u003Cstrong>Import Conversation\u003C\u002Fstrong>, \u003Cstrong>Re-Score\u003C\u002Fstrong>, \u003Cstrong>Upload Document\u003C\u002Fstrong>, \u003Cstrong>Add Follow-up Task\u003C\u002Fstrong>, and \u003Cstrong>Enroll in Playbook\u003C\u002Fstrong>. Re-scoring can start processing, and enrollment can initiate a sequence. List actions such as \u003Cstrong>Add to Research List\u003C\u002Fstrong>, \u003Cstrong>Add to Speed Dial\u003C\u002Fstrong>, and \u003Cstrong>Add to Hot Leads\u003C\u002Fstrong> change where a record is worked. \u003Cstrong>Remove (Unqualified)\u003C\u002Fstrong> changes the lead's classification; it is not a harmless way to dismiss the drawer.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-your-work\">\u003Ch2 id=\"check-your-work\">Check your work\u003C\u002Fh2>\u003Cp>After an authorized change, reopen the relevant tab and verify the resulting details or history. A call entry or send status alone does not establish that a person received or answered the communication. If information appears incomplete, keep the record identity and the visible error for support rather than repeatedly triggering the same operation.\u003C\u002Fp>\u003Cp>Related guides: \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fplaybooks\">Playbooks\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>Choose a detailed tab guide: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-notes\">Notes\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-edit\">Edit\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-documents\">Documents\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-contacts\">Contacts\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-messages\">Messages\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-tasks\">Tasks\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-emails\">Emails\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-calls\">Calls\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-scoring\">Scoring\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-activity\">Activity\u003C\u002Fa>. These distinguish viewing from autosave, uploads, processing, and outreach. See \u003Ca href=\"\u002Fguides\u002Fdocument-viewer\">Document Viewer\u003C\u002Fa> for opening an existing file.\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-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>\u003Cp>This capture shows an earlier header that named the contact twice: under the title and again before the phone number. The contact now appears once, with their role, under the title.\u003C\u002Fp>\u003Cfigure class=\"shot\" data-shot-figure=\"lead-record-scoring-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-scoring-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record Scoring tab with Score History, a Rescore button, current score, Score Composition chart and Score Breakdown\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-scoring-desktop.jpg\" alt=\"Lead record Scoring tab with Score History, a Rescore button, current score, Score Composition chart and Score Breakdown\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Scoring tab on a lead, showing the current score, its history and the factors that add or remove points.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-scoring-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64],{"id":52,"text":53,"depth":54},"read-the-record-first","Read the record first",2,{"id":56,"text":57,"depth":54},"choose-an-action-deliberately","Choose an action deliberately",{"id":59,"text":60,"depth":54},"check-your-work","Check your work",{"id":62,"text":63,"depth":54},"detailed-guides","Detailed guides",{"id":65,"text":66,"depth":54},"screenshots","Screenshots",{"lead-record-notes-desktop":68,"lead-record-scoring-desktop":88},{"id":69,"src":70,"alt":71,"caption":72,"width":73,"height":74,"annotated":75},"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.",1920,873,{"src":76,"width":77,"height":74,"title":78,"callouts":79},"\u002Fmedia\u002Fannotated\u002Flead-record-notes-desktop-annotated.svg",2390,"Add a note to a lead",[80,83,85],{"number":81,"text":82},1,"Use these tabs to move between Notes, Edit, Documents, Tasks, Calls and more.",{"number":54,"text":84},"Choose a Note Type, then type your note in the box below.",{"number":86,"text":87},3,"When your note is ready, select Save Notes to add it to this lead.",{"id":89,"src":90,"alt":91,"caption":92,"width":73,"height":74},"lead-record-scoring-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-scoring-desktop.jpg","Lead record Scoring tab with Score History, a Rescore button, current score, Score Composition chart and Score Breakdown","The Scoring tab on a lead, showing the current score, its history and the factors that add or remove points.",[94,101,109,116,121,126],{"slug":95,"title":96,"href":97,"icon":98,"description":99,"level":40,"productLocation":100},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","calendar-check","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":102,"title":103,"href":104,"icon":105,"description":106,"level":107,"productLocation":108},"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…","intermediate","Communication",{"slug":110,"title":111,"href":112,"icon":113,"description":114,"level":107,"productLocation":115},"playbooks","Review and prepare outreach playbooks","\u002Fguides\u002Fplaybooks","workflow","Playbooks are reusable outreach sequences that can contain automated steps and manual tasks. Reviewing a playbook is different from publishing it or enrolling…","Playbooks",{"slug":117,"title":118,"href":119,"icon":37,"description":120,"level":107},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":122,"title":123,"href":124,"icon":37,"description":125,"level":107},"workflow-lead-edit","Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select Edit. You…",{"slug":127,"title":128,"href":129,"icon":37,"description":130,"level":107},"workflow-lead-documents","Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…",{"slug":132,"title":133,"href":134},"workflow-manual-lead","Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead",[136],{"slug":137,"title":138,"href":139,"letter":140},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",[],{"title":47,"href":48,"groups":143},[144],{"title":145,"items":146},null,[147,150,151,152,153,157,158,162,163,167,171,175,179,183,187],{"label":148,"href":149,"slug":23},"Find and review leads","\u002Fguides\u002Fleads",{"label":38,"href":36,"slug":34},{"label":133,"href":134,"slug":132},{"label":118,"href":119,"slug":117},{"label":154,"href":155,"slug":156},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":123,"href":124,"slug":122},{"label":159,"href":160,"slug":161},"Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","workflow-lead-contacts",{"label":128,"href":129,"slug":127},{"label":164,"href":165,"slug":166},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":168,"href":169,"slug":170},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":172,"href":173,"slug":174},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":176,"href":177,"slug":178},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":180,"href":181,"slug":182},"Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","workflow-lead-activity",{"label":184,"href":185,"slug":186},"Review a mass update before changing leads","\u002Fguides\u002Fmass-update","mass-update",{"label":188,"href":189,"slug":190},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",{"id":137,"slug":137,"title":138,"href":139,"letter":140,"icon":192,"cover":193,"goal":208,"summary":209,"level":40,"lessons":210,"next":230},"list-checks",{"id":194,"src":195,"alt":196,"caption":197,"width":73,"height":74,"annotated":198},"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.",{"src":199,"width":77,"height":74,"title":200,"callouts":201},"\u002Fmedia\u002Fannotated\u002Fleads-validated-desktop-annotated.svg","Find a lead",[202,204,206],{"number":81,"text":203},"The highlighted Validated Leads card shows which list you are viewing.",{"number":54,"text":205},"Company \u002F Name lists each lead. Open a row to see that lead's details.",{"number":86,"text":207},"Score shows how strong a lead looks. A high score is not consent to contact them.","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.",[211,216,217,218,219,220,224,225],{"slug":212,"title":213,"href":214,"icon":215},"navigate-leadscore","Find your way around LeadScore","\u002Fguides\u002Fnavigate-leadscore","compass",{"slug":23,"title":148,"href":149,"icon":37},{"slug":34,"title":38,"href":36,"icon":37},{"slug":117,"title":118,"href":119,"icon":37},{"slug":156,"title":154,"href":155,"icon":37},{"slug":221,"title":222,"href":223,"icon":98},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create",{"slug":102,"title":103,"href":104,"icon":105},{"slug":226,"title":227,"href":228,"icon":229},"import-leads","Import a small list of leads","\u002Fguides\u002Fimport-leads","upload",[231,235],{"slug":232,"title":233,"href":234,"icon":98},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups",{"slug":236,"title":237,"href":238,"icon":105},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach",1793910214386]