Skip to main content

Leads

The Leads view is your command center for seeing all tracked prospects, their engagement scores, and detailed activity timelines.

What You'll See​

The leads table shows:

  • Email/ID: The lead's identifier
  • Engagement Score: Current behavioral engagement score
  • Profile Score: Current fit score (if profile scoring enabled)
  • Level: Engagement level (e.g., "Hot", "Warm", "Cold")
  • Last Activity: When they last engaged
  • Total Events: Number of actions they've taken
  • Watch Status: Whether this lead is on your watch list

Leads table displaying rows with columns for lead email, engagement score, profile score, engagement level, profile level, and creation date

Finding Leads​

Type an email, domain, or name to instantly find a specific lead.

Filters​

Narrow down leads by:

  • Score Range: Find leads above/below a threshold
  • Level: Show only "Hot" or "Very Hot" leads
  • Last Activity: Leads active in the last 24 hours, 7 days, etc.
  • Watch List: Show only watched leads
  • Attributes: Filter by company size, industry, role (if profile scoring enabled)

Leads filter panel

Sort​

Click column headers to sort by:

  • Highest score first (find your hottest leads)
  • Most recent activity (see who's engaging now)
  • Most events (identify power users)

Lead Detail Page​

Click any lead to see their complete profile:

Activity Timeline​

Chronological list of all events this lead has performed:

  • When they opened emails
  • Which pages they viewed
  • Forms they submitted
  • Trials they started

Score Breakdown​

See exactly how the lead's score was calculated:

  • Which events contributed points
  • Score explanation showing the scoring logic
  • Score history over time

Lead detail page showing email header, engagement score of 44, engagement level, profile score, account link, sessions and total events counts, Score Trend chart for the last 30 days, and activity timeline with time, channel, event type, path, and points columns

Metadata​

Demographic and firmographic data:

  • Job title
  • Company name
  • Industry
  • Company size
  • Location

Watch List​

Add leads to your watch list to:

  • Get notifications when they engage
  • Track high-priority prospects
  • Monitor VIP accounts

Common Workflows​

Prioritize Daily Outreach​

Goal: Focus sales calls on the hottest leads

  1. Sort by Engagement Score (highest first)
  2. Filter to Last Activity: Last 7 days
  3. Review the top 10-20 leads
  4. Call them while they're engaged

Find Stalled Deals​

Goal: Identify leads who went cold

  1. Filter to Last Activity: 30+ days ago
  2. Sort by Previous Engagement Score (if available)
  3. Look for leads who were once hot but haven't engaged recently
  4. Send re-engagement campaign

Monitor Campaign Impact​

Goal: See which leads responded to a campaign

  1. Go to Events and filter by campaign ID
  2. Note which leads engaged
  3. Return to Leads and search for those leads
  4. Watch their scores increase as they continue engaging

Identify Product-Qualified Leads (PQLs)​

Goal: Find trial users showing strong intent

  1. Filter by Event Type: trial_signup (via Events, then cross-reference)
  2. Look for trial users with high engagement scores
  3. Check activity timeline for signs of activation (e.g., "api_call", "invite_team_member")
  4. Prioritize outreach to activated trial users

Watch List​

The Watch List lets you:

  • Star important leads for easy access
  • Get alerts when watched leads reach score thresholds
  • Monitor key accounts or decision-makers
  • Track competitors evaluating your product

Add to Watch List: Click the star icon next to any lead

Score History​

View how a lead's score has changed over time:

API Access​

Manage leads programmatically: