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Leads

Leads are contacts or accounts showing qualified interest. Form fills, intent signals, and positive sequence replies flow here automatically - giving your team a single place to review and qualify new pipeline.

Viewing Leads

  1. Go to Deals → Leads
  2. Review incoming leads sorted by signal strength
  3. Use filters to narrow by source, date, score, or assigned rep

Leads appear in a list view with key columns: contact name, company, source, signal score, date received, and assigned rep.

Lead Sources

SourceHow It Arrives
Form submissionsContacts who fill out website forms (tracked via the graph8 snippet)
Intent signalsCompanies researching your keywords or visiting your site
Sequence repliesPositive responses from outbound sequences
ManualAdded by your team directly from contact records
EnrichmentContacts discovered via Find People that match ICP criteria
CRM syncLeads imported from HubSpot, Salesforce, Pipedrive, or Zoho

Qualifying Leads

Review each lead and decide whether to move it forward:

  1. Click a lead to open its detail view
  2. Review the contact profile, company info, and signal history
  3. Check the signal score - higher scores indicate stronger intent
  4. Choose an action:
    • Convert to prospect - creates a deal and moves the lead into your pipeline
    • Assign - assign to a specific rep for follow-up
    • Dismiss - remove from the leads queue if not qualified

Lead Scoring

Leads are automatically scored based on:

  • Engagement signals - website visits, email opens, link clicks
  • Intent data - keyword research activity, competitor comparisons
  • Profile fit - how well the contact matches your ideal customer profile
  • Recency - newer signals score higher than stale ones

Set up custom scoring rules in Settings → Lead Scoring or use AI formulas in the enrichment module to build your own scoring model.