Working with Leads
The leads list shows all prospect leads assigned to your account. Use it to track outreach status, access contact shortcuts, and move leads toward a full client engagement.
Table of contents
Before you start
Before you start
- The Leads module must be enabled on your account tier.
Step-by-step walkthrough
- Navigate to /portal/leads. -> The lead list loads showing all assigned leads grouped by stage.
- Use the stage filters to narrow the list before starting outreach. -> The list shows only leads in the selected stage.
- Click a lead card to open the lead detail page. -> The detail page shows contact info, notes, LinkedIn data, and AI-assisted profile analysis.
- Use the email, LinkedIn, and phone buttons for one-click contact actions. -> Your email client or browser opens with the contact information pre-filled.
- Update the lead status or add notes after each outreach touchpoint. -> Status changes are saved immediately and reflected in the lead list view.
Common issues
Leads page is locked
Your account tier does not include lead access. Open your profile and check the tier requirement, then contact your administrator if you need to upgrade.
Lead list is empty
No leads have been assigned to your account yet. Leads are assigned by the portal administrator or through the lead intake process. Contact your administrator if you expect to see leads here.
Tips
Use filters before outreach
Apply the stage filter to focus on leads that need outreach today rather than scrolling through the full list each time.
Take notes after every contact
Add a short note on the lead detail page after each outreach attempt. This keeps your next-step context visible when you return to the lead later.
What to do next
Create a client record
After qualifying a lead, use Add Prospect in the Clients section to create a full client record and begin the engagement workflow.