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.
The profile is organized top-to-bottom in the order you typically need information: identity → who to talk to → AI take → qualification → deeper accordions.
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) — click Read more for the full version
Recommended & Pinned Contacts
Right under the header, you'll see either:
A Recommended contact — automatically selected by Leadbay based on your target persona
Or one or more Pinned contacts — contacts you (or a teammate) have explicitly chosen to keep at the top
Click the pin icon on any org contact card to pin it. Pinning swaps the recommended contact for your pinned selection(s). Unpin them all and the recommended one re-appears. Pins are organization-level, so the rest of your team sees the same prioritization.
Each pinned/recommended contact card is condensed — job title sits next to the name — and shows the phone, email, and LinkedIn at a glance.
Requalify
Click Requalify to pull fresh data from the company's website and re-run the full AI assessment:
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 requalify anytime for an updated assessment based on the latest website data.
Score, Status & Likes
Score (0–99): how closely this lead matches your liked leads and won deals. The small badge next to it shows the AI boost contribution (positive / neutral / negative).
Status: click to change (NO STATUS, WANTED, WON, LOST)
Like / Dislike buttons
Intent Tags
Short colored tags that summarize why Leadbay flagged this company (e.g. "Fragmented SMB Market", "Hiring sales"). They reflect signals the AI surfaced while qualifying.
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.
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.
AI Reasoning
When the AI qualifies a lead, it can display its reasoning process. You can read step-by-step how the model interprets public data, web insights, and your qualification questions to reach its assessment. This transparency helps you understand — and trust — the AI's recommendations.
Accordion Sections
Further down, expandable sections hold everything else:
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.
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