[{"data":1,"prerenderedAt":160},["ShallowReactive",2],{"shell":3,"topic: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",{"topic":34,"settings":123,"paths":124},{"slug":23,"title":35,"href":36,"purpose":37,"icon":38,"settingsDirectory":39,"guides":40},"Leads and records","\u002Ftopics\u002Fleads","Find leads, read a lead record and keep its notes and tasks current.","users",false,[41,47,53,59,64,69,74,79,84,89,95,101,106,111,117],{"slug":23,"title":42,"href":43,"icon":38,"description":44,"level":45,"productLocation":46},"Find and review leads","\u002Fguides\u002Fleads","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","Leads",{"slug":48,"title":49,"href":50,"icon":38,"description":51,"level":45,"productLocation":52},"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":54,"title":55,"href":56,"icon":38,"description":57,"level":58},"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…","intermediate",{"slug":60,"title":61,"href":62,"icon":38,"description":63,"level":58},"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":65,"title":66,"href":67,"icon":38,"description":68,"level":58},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select Tasks. You need access to the record…",{"slug":70,"title":71,"href":72,"icon":38,"description":73,"level":58},"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":75,"title":76,"href":77,"icon":38,"description":78,"level":58},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose Contacts…",{"slug":80,"title":81,"href":82,"icon":38,"description":83,"level":58},"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":85,"title":86,"href":87,"icon":38,"description":88,"level":58},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","Messages gathers available message history for the selected lead and offers channel-specific reply workflows. Open the lead drawer and select Messages. You…",{"slug":90,"title":91,"href":92,"icon":93,"description":94,"level":58},"workflow-lead-emails","Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","mail","Emails shows recorded email activity for the lead, including scheduled items, verification entries, and message history. Open the intended record in the shared…",{"slug":96,"title":97,"href":98,"icon":99,"description":100,"level":58},"workflow-lead-calls","Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","phone-call","Calls shows recorded call activity for the selected lead. Open the shared drawer and choose Calls. You need access to the record; playing a recording…",{"slug":102,"title":103,"href":104,"icon":38,"description":105,"level":58},"workflow-lead-scoring","Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","Scoring explains the current score and the recorded changes behind it. Open the intended lead in the shared drawer and select Scoring where available. You need…",{"slug":107,"title":108,"href":109,"icon":38,"description":110,"level":58},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…",{"slug":112,"title":113,"href":114,"icon":38,"description":115,"level":116},"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":118,"title":119,"href":120,"icon":38,"description":121,"level":45,"productLocation":122},"document-viewer","Preview an existing document","\u002Fguides\u002Fdocument-viewer","The Document Viewer presents a file opened from an existing document workflow. It is not a document-upload form or a searchable library. You need permission to…","Settings → Documents → open a document → Open in New Tab",null,[125,130,135,140,145,150,155],{"slug":126,"title":127,"href":128,"letter":129},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",{"slug":131,"title":132,"href":133,"letter":134},"b-email-outreach","B — Review an email before sending","\u002Flearn\u002Fb-email-outreach","B",{"slug":136,"title":137,"href":138,"letter":139},"c-calling-and-texting","C — Understand calling and texting readiness","\u002Flearn\u002Fc-calling-and-texting","C",{"slug":141,"title":142,"href":143,"letter":144},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","D",{"slug":146,"title":147,"href":148,"letter":149},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","E",{"slug":151,"title":152,"href":153,"letter":154},"g-inbound-leads","G — Find and triage inbound enquiries","\u002Flearn\u002Fg-inbound-leads","G",{"slug":156,"title":157,"href":158,"letter":159},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","H",1793910213570]