[{"data":1,"prerenderedAt":196},["ShallowReactive",2],{"shell":3,"article:navigate-leadscore":33,"path:a-small-list-beginner":136},{"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":48,"toc":49,"shots":60,"related":73,"topicNext":111,"paths":112,"videos":115,"sidebar":116},"navigate-leadscore","guide","\u002Fguides\u002Fnavigate-leadscore","compass","Find your way around LeadScore","Choose the right workspace, find a lead and return to your next useful step.","beginner","published","browser-observed-read-only","2026-11-04","none",{"slug":22,"title":46,"href":47},"Getting started","\u002Ftopics\u002Fgetting-started","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Start with the work you want to do. You can inspect a lead, read its context and plan a human follow-up without configuring an email sender, buying a number or setting up AI calling.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"mobile-navigation-menu\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"mobile-navigation-menu\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Phone menu open with buttons for each main section, plus Notifications, Settings, Activity Monitor, Dark Mode and Sign out\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fmobile-navigation-menu.jpg\" alt=\"Phone menu open with buttons for each main section, plus Notifications, Settings, Activity Monitor, Dark Mode and Sign out\" width=\"390\" height=\"844\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The phone menu, with every main section at the top and account options such as Settings and Sign out below. \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=\"mobile-navigation-menu\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"choose-a-useful-starting-point\">\u003Ch2 id=\"choose-a-useful-starting-point\">Choose a useful starting point\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Check that you are in the intended workspace. Documentation examples use the dedicated \u003Cstrong>Demo Account\u003C\u002Fstrong>; never use another customer workspace for practice.\u003C\u002Fli>\n\u003Cli>On desktop, use the header: \u003Cstrong>Dashboard\u003C\u002Fstrong>, \u003Cstrong>Leads\u003C\u002Fstrong>, \u003Cstrong>Pipeline\u003C\u002Fstrong>, \u003Cstrong>Communication\u003C\u002Fstrong>, \u003Cstrong>Task\u003C\u002Fstrong>, \u003Cstrong>Speed Dial\u003C\u002Fstrong>, \u003Cstrong>Calendar\u003C\u002Fstrong>, \u003Cstrong>Research\u003C\u002Fstrong>, \u003Cstrong>Playbooks\u003C\u002Fstrong>, and \u003Cstrong>Import\u003C\u002Fstrong>. On a small screen, use \u003Cstrong>Open mobile navigation menu\u003C\u002Fstrong> to reveal navigation. The available space and labels can differ from desktop.\u003C\u002Fli>\n\u003Cli>Start with \u003Cstrong>Leads\u003C\u002Fstrong> to find an existing record. Opening its details shows a shared panel with tabs such as \u003Cstrong>Notes\u003C\u002Fstrong>, \u003Cstrong>Contacts\u003C\u002Fstrong>, \u003Cstrong>Tasks\u003C\u002Fstrong>, \u003Cstrong>Emails\u003C\u002Fstrong>, \u003Cstrong>Scoring\u003C\u002Fstrong>, and \u003Cstrong>Activity\u003C\u002Fstrong>. Closing that panel returns to the underlying workspace.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>Settings\u003C\u002Fstrong> when you need to understand configuration. Its directory groups 69 entries into 16 categories; the \u003Ca href=\"\u002Fguides\u002Fsettings\">Settings guide\u003C\u002Fa> links every entry using the current product labels.\u003C\u002Fli>\n\u003Cli>Return to the relevant learning path when you need a sequence of steps rather than a single control's explanation.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>For a first orientation, follow \u003Ca href=\"\u002Flearn\u002Fa-small-list-beginner\">A — A small list\u003C\u002Fa>. For an existing next action, use \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>; for a conversation, use \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-context-before-acting\">\u003Ch2 id=\"check-context-before-acting\">Check context before acting\u003C\u002Fh2>\u003Cp>Filters, dates, selected stages and the current lead affect what you see. An empty view can mean nothing matches those choices. A loading state or service error requires a different response; it does not prove records are absent.\u003C\u002Fp>\u003Cp>Privacy controls change presentation. They do not disable messages, calling, research, billing or automation. Read controls and prerequisites before using \u003Cstrong>Send\u003C\u002Fstrong>, \u003Cstrong>Call\u003C\u002Fstrong>, \u003Cstrong>Save\u003C\u002Fstrong>, \u003Cstrong>Publish\u003C\u002Fstrong>, \u003Cstrong>Rescore\u003C\u002Fstrong>, or an upload control. During this documentation review, only navigation, local display filters and safe read-only forms were inspected.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"mobile-navigation-menu\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"mobile-navigation-menu\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Phone menu open with buttons for each main section, plus Notifications, Settings, Activity Monitor, Dark Mode and Sign out\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fmobile-navigation-menu.jpg\" alt=\"Phone menu open with buttons for each main section, plus Notifications, Settings, Activity Monitor, Dark Mode and Sign out\" width=\"390\" height=\"844\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The phone menu, with every main section at the top and account options such as Settings and Sign out below.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"mobile-navigation-menu\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"settings-directory-mobile\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-directory-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Settings on a phone, with category tabs across the top and cards for General settings such as Company.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-directory-mobile.jpg\" alt=\"Settings on a phone, with category tabs across the top and cards for General settings such as Company.\" width=\"390\" height=\"844\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Settings on a phone, where you scroll the category tabs at the top, then select Open on a card.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-directory-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[50,54,57],{"id":51,"text":52,"depth":53},"choose-a-useful-starting-point","Choose a useful starting point",2,{"id":55,"text":56,"depth":53},"check-context-before-acting","Check context before acting",{"id":58,"text":59,"depth":53},"screenshots","Screenshots",{"mobile-navigation-menu":61,"settings-directory-mobile":68},{"id":62,"src":63,"alt":64,"caption":65,"width":66,"height":67},"mobile-navigation-menu","\u002Fmedia\u002Fscreenshots\u002Fmobile-navigation-menu.jpg","Phone menu open with buttons for each main section, plus Notifications, Settings, Activity Monitor, Dark Mode and Sign out","The phone menu, with every main section at the top and account options such as Settings and Sign out below.",390,844,{"id":69,"src":70,"alt":71,"caption":72,"width":66,"height":67},"settings-directory-mobile","\u002Fmedia\u002Fscreenshots\u002Fsettings-directory-mobile.jpg","Settings on a phone, with category tabs across the top and cards for General settings such as Company.","Settings on a phone, where you scroll the category tabs at the top, then select Open on a card.",[74,80,86,93,100,105],{"slug":31,"title":75,"href":76,"icon":31,"description":77,"level":78,"productLocation":79},"Find the right workspace setting","\u002Fguides\u002Fsettings","Settings is a curated directory of configuration pages. Use its search and category links to find the area you need. Access and enabled capabilities can affect…","intermediate","Profile menu → Settings",{"slug":81,"title":82,"href":83,"icon":84,"description":85,"level":40},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","list-checks","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…",{"slug":87,"title":88,"href":89,"icon":90,"description":91,"level":40,"productLocation":92},"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":94,"title":95,"href":96,"icon":97,"description":98,"level":78,"productLocation":99},"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":101,"title":102,"href":103,"icon":37,"description":104,"level":40},"learning-center","Find lessons in the Learning Center","\u002Fguides\u002Flearning-center","Browse lessons by experience level and recognize unavailable videos.",{"slug":106,"title":107,"href":108,"icon":37,"description":109,"level":40,"productLocation":110},"notifications","Work through your notification workspace","\u002Fguides\u002Fnotifications","Notifications brings updates and linked records into one workspace. Use your own signed-in account and verify the workspace before acting on a notification…","Notifications (bell icon) → View all notifications",{"slug":101,"title":102,"href":103},[113],{"slug":81,"title":82,"href":83,"letter":114},"A",[],{"title":46,"href":47,"groups":117},[118],{"title":119,"items":120},null,[121,122,123,124,128,132],{"label":38,"href":36,"slug":34},{"label":102,"href":103,"slug":101},{"label":107,"href":108,"slug":106},{"label":125,"href":126,"slug":127},"Review support requests and report useful context","\u002Fguides\u002Fsupport","support",{"label":129,"href":130,"slug":131},"Review a customer Go-Live checklist","\u002Fguides\u002Fgo-live-checklist","go-live-checklist",{"label":133,"href":134,"slug":135},"Review a private agreement before signing","\u002Fguides\u002Fagreement-signing","agreement-signing",{"id":81,"slug":81,"title":82,"href":83,"letter":114,"icon":84,"cover":137,"goal":157,"summary":158,"level":40,"lessons":159,"next":187},{"id":138,"src":139,"alt":140,"caption":141,"width":142,"height":143,"annotated":144},"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":145,"width":146,"height":143,"title":147,"callouts":148},"\u002Fmedia\u002Fannotated\u002Fleads-validated-desktop-annotated.svg",2390,"Find a lead",[149,152,154],{"number":150,"text":151},1,"The highlighted Validated Leads card shows which list you are viewing.",{"number":53,"text":153},"Company \u002F Name lists each lead. Open a row to see that lead's details.",{"number":155,"text":156},3,"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.",[160,161,165,169,173,177,181,182],{"slug":34,"title":38,"href":36,"icon":37},{"slug":23,"title":162,"href":163,"icon":164},"Find and review leads","\u002Fguides\u002Fleads","users",{"slug":166,"title":167,"href":168,"icon":164},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record",{"slug":170,"title":171,"href":172,"icon":164},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes",{"slug":174,"title":175,"href":176,"icon":164},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks",{"slug":178,"title":179,"href":180,"icon":90},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create",{"slug":94,"title":95,"href":96,"icon":97},{"slug":183,"title":184,"href":185,"icon":186},"import-leads","Import a small list of leads","\u002Fguides\u002Fimport-leads","upload",[188,192],{"slug":189,"title":190,"href":191,"icon":90},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups",{"slug":193,"title":194,"href":195,"icon":97},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach",1793910214380]