Lead Profile
Click any lead name to open its profile. The profile is your central view for understanding a company and deciding how to engage.
Header
At the top of every profile you'll find:
Company name and logo
Tags: location, employee size, sector
Short description (AI-generated from public data)
Score (0–99): how closely this lead matches your liked leads and won deals. Higher is better.
Status: click to change (NO STATUS, WANTED, WON, LOST)
Like / Dislike buttons
Prospecting Actions
Quick buttons to log your outreach activity:
Still chasing
You've reached out, waiting for a reply
Meeting planned
A meeting is confirmed
Could not reach
No response after attempts
Not interested
The lead explicitly declined
These actions appear in the Activate tab and are tracked in the Manager Dashboard.
Tabs
Company
Firmographic data:
Website (clickable link)
Address (with map link)
SIREN number (for French companies, clickable to copy)
Social media links
Contacts
Enriched/added contacts: contacts with email, phone, LinkedIn already available
To be enriched contacts: suggested contacts based on your target persona — click Enrich to get their details
See Contact Enrichment for details.
Notes
A space to capture notes about the lead. You can:
Type notes directly
Upload a file or photo (e.g., business card)
Notes are visible to your team and saved chronologically
History
Timeline of all interactions: status changes, likes, enrichments, exports. Helps you see the full engagement story at a glance.
Subsidiaries
Shows related entities and child companies within the same corporate group. Useful for expanding prospecting within a group structure.
Web Insights
Click Fetch web insights to pull fresh data from the company's website:
Company profile: activities, products, services, employee count, target market
Key people & organization: decision-makers and org structure
Technologies & Innovation: tools and software the company uses
Results are cached — you can re-fetch anytime for updated data.
AI Summary & Qualification
If the AI Assistant is configured:
An AI summary appears with context and predictions
Qualification answers show as indicators: 🟢 positive, 🔘 neutral, 🔴 negative
Predicted next steps and recommended approach angles
These help you prepare before reaching out, without manual research.
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