# 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.

<figure><img src="https://1428241958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzhwr2nXLtM9EytX9Xvg%2Fuploads%2Fgit-blob-2f90e6cee51e0cd6f4bf1568f8f94cfd602814c4%2Fscreenshot-lead-profile.png?alt=media" alt=""><figcaption><p>Lead profile</p></figcaption></figure>

***

## 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:

| Action              | When to use                             |
| ------------------- | --------------------------------------- |
| **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](https://docs.leadbay.app/doc/product-guides/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.

***

## Requalify

Click **Requalify** to pull fresh data from the company's website and re-run the 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.

***

## AI Summary & Qualification

If the [AI Assistant](https://docs.leadbay.app/doc/product-guides/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.

<figure><img src="https://1428241958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzhwr2nXLtM9EytX9Xvg%2Fuploads%2Fgit-blob-06870bf3b9de795a95e5d1edc249d79dc372d181%2Fscreenshot-stream-of-consciousness.png?alt=media" alt="AI qualification reasoning"><figcaption><p>The AI's reasoning, visible in the lead profile</p></figcaption></figure>
