Leads + CRM
Leads page
3 min readleads-management
Search, filter, export, and drill into every lead in your workspace.
The /leads page is the central list of every lead in your workspace.
What's on the page
- Source tabs at the top — filter by Google Maps, Pro Database, Instagram, TikTok, LinkedIn, CSV
- Search box — matches business name, decision maker name, email, role, city, category
- Filter dropdowns — Email status, Country, specific Job
- Main table — Business, Decision Maker, Contact, Location, Source, Status columns
- Export CSV button — downloads everything in your current filter view
- Import CSV button — opens the bulk import page
Filtering workflow
Start broad, narrow down:
- Click a source tab to see just leads from that origin
- Type a keyword in the search box to narrow to specific industries or companies
- Pick an Email status (Valid only is recommended)
- Pick a Country if you're targeting a specific market
- Pick a Job if you want to see leads from one specific search run
Lead detail page
Click any row to open the full lead detail:
- Hero — business name, category, rating, created date, source badge
- Action buttons — Enroll in sequence, Email, Call, Map
- AI Insight — the writer's analysis of how the business operates
- Icebreaker — copy-ready 1-2 sentence opener
- Cold email draft — subject + body, pre-written and ready to send
- Business facts — 2-4 specific facts extracted by the writer
- Decision maker card — name, role, seniority, department, LinkedIn link
- Contact card — email, phone, website
- Location card — address, city, country
- Social links — everything the scraper found
- Source job link — click to see the full job run
Export CSV
One-click export at the top of the page exports every column for every lead in your current filter view. Use this to:
- Import into another CRM
- Back up your data before a major cleanup
- Share a filtered list with a teammate
The export respects your filters — if you filter to "Pro Database source + Sweden", only those rows come down.
Pipeline-filtered export (new)
From the Pipeline board, click Export stage on any column to export only the leads in that stage. Great for "download everything in the Replied column as CSV for my manager".