Discover, Monitor & Activate
Leadbay organizes your prospecting workflow into three tabs. Each serves a distinct purpose in the lead lifecycle.
The Lead Flow
Discover → Like → Activate → Prospect → MonitorDiscover surfaces new leads recommended by AI
You like the ones that match your target
Liked leads appear in Activate for daily prospecting
As you prospect (enrich contacts, send messages, plan meetings), leads move through statuses
Exported or status-assigned leads land in Monitor for long-term tracking
Discover
AI-recommended leads based on your ICP (Ideal Customer Profile), past wins, and like/dislike history.
What you see:
Green dot
New lead, not yet seen
Name
Company name
Description
Short AI-generated summary
Location
City / region
Size
Employee count range
Recommended contact
The best contact Leadbay knows about — click to enrich
Data
Data completeness indicator
Key actions:
Like (thumbs up): tells the model "show me more like this." The lead moves to Activate.
Dislike (thumbs down): tells the model "not relevant." The lead is removed from Discover.
Click a lead to open its profile for details before deciding.
Select leads with the checkbox column, then use the floating action bar to Qualify, Enrich, or Export.
How it refreshes: Leadbay continuously brings fresh leads into Discover. Leads you ignore for a while are automatically cycled out to make room for new ones. Exported leads move to Monitor.
Like 10-20 leads per session for best results. Mass-liking dilutes the signal to the AI.
Monitor
Your pipeline: leads imported from a file, exported from Discover, or synced via Zapier. Use Monitor to score and track your existing accounts.
Columns: Name, Description, Status, Location, Size, Recommended contact, Last action, Data, Actions.
Lead statuses:
WANTED
You want to pursue this lead
NO STATUS
Not yet classified
WON
Deal closed successfully
LOST
Deal lost
Filters
Click the filter icon in the top-right toolbar to open the filter popover. Filters are Notion-style: stacked rows of [field] [operator] [value] joined with AND, plus two top-of-popover toggles.
Only liked leads
Restrict Monitor to leads you've liked
Include leads from organization
Show leads your teammates interacted with, alongside your own — for a complete org-wide pipeline view
+ Add filter
Add a [field] [operator] [value] row. Field picker is grouped into standard fields (Location, Sector, Size, Last action, Last action date) and CRM custom fields
Reset all
Clear every filter at once
Custom-field text values auto-complete from your data as you type.
Other actions
Click a lead to open its profile and update its status
Switch between List, Split, Map, and Dashboard views using the view-mode toggle
Export leads to CSV
Leads exported from Discover appear here automatically. That's why they "disappear" from Discover — they graduated to your pipeline.
Activate
Your daily prospecting workspace. Shows liked leads ready for action, ranked by relevance.
Columns: Today's actions, Name, Description, Location, Source, Next step, Recommended contact, Status, Last action.
Lead classifications (filter dropdown at the top-right):
Activatable: leads ready for outreach
On hold: paused leads
Completed: leads with a final status
Actions per lead (via the Actions dropdown):
Still chasing: you're actively pursuing
Meeting planned: a meeting is scheduled
Could not reach: no response yet
Not interested: lead declined
How to use Activate daily:
Open Activate at the start of your prospecting session
Work through leads top to bottom
Open each profile, review AI summary and qualification answers
Enrich contacts, prepare your outreach
Log your prospecting action
Aim for a 1:1 ratio between liked leads and prospecting actions. Liking without acting is "squirrel mode" — it doesn't close deals.
Search
Find any lead instantly across all tabs — Discover, Monitor, and Activate.
How to search:
Press ⌘K (Mac) or Ctrl+K (Windows/Linux) to open the search dialog
Type a company name — suggestions appear as you type
Click a result to jump directly to the lead profile
Search results indicate which tab each lead belongs to, so you always know where you are in the pipeline.
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