Lenses

Lenses are saved filter configurations that define which leads you see. Each lens targets a specific market segment — by sector, location, company size, or keywords.

Lenses also power AI recommendations: the system learns from your likes and wins within each lens to suggest increasingly relevant leads.


Choosing a Lens

The lens selector appears at the top of the page. Pick a lens from the dropdown to instantly load its filters and recommendations.

Lens selector

Whatever filters you change remain attached to the currently selected lens. Switch lenses and the parameters change with it.


Organization Lenses vs Private Lenses

There are two types of lenses:

Type
Visibility
Who can edit

Organization lenses

Shared with all team members

Admins

Private lenses

Only visible to you

You

One organization lens is marked as Current (the default lens for the team). You can promote a private lens to an organization lens if you want your team to share it.


Creating and Managing Lenses

Click the lens settings icon (gear) to open the lens management panel.

From here you can:

  • Create a new lens: type a name and click +

  • Edit a lens (pencil icon): rename it

  • Delete a lens (trash icon)

  • Promote a private lens to organization (arrow up icon)

  • Set as current organization lens (arrow down icon)

Draft Lenses

If the current lens is read-only (e.g., the default organization lens when you're not an admin), you can click Create draft lens to make an editable copy. Adjust filters in your draft, then optionally promote it.


Lens Filters

Filters define which leads match a lens. Anything Leadbay knows about a company can be a filter criteria.

Available Filter Types

Filter
Example

Location

Paris, Lyon, Occitanie

Sector

Financial Services, Agriculture

Size

10–200 employees

Keywords

SaaS, B2B, renewable energy

How Filters Combine

Within the same filter type (e.g., multiple sectors): Leadbay uses OR logic. A lead matching any of the selected sectors qualifies.

Across different filter types (e.g., sector + size): Leadbay uses AND logic. A lead must match all filter types.

Example: Sectors = Financial Services, Agriculture + Size = 50-100

  • A bank with 75 employees: matches (Financial Services AND 50-100)

  • A farm with 200 employees: does not match (Agriculture but NOT 50-100)

  • A tech company with 80 employees: does not match (NOT Financial Services or Agriculture)


How Lenses Affect AI Recommendations

Each lens builds its own AI model. The system learns from:

  • Leads you liked within this lens

  • Leads marked as won within this lens

  • Your qualification question answers

The result is a relevance score (0–99) for each lead, specific to the active lens. Switch lenses and scores change because the AI model is different.

circle-info

If you sell multiple products to different markets, create one lens per product/segment. This gives each segment its own AI model and recommendations.

Last updated