Manage Leads

Once your campaign is running, you'll want to monitor and manage the leads enrolled in it. This guide covers everything you need to know about working with leads.

Viewing Enrolled Leads

From a Campaign

To see leads in a specific campaign:

1. Go to Campaigns and select your campaign
2. Click the Leads tab
3. You'll see all enrolled leads with their status

Lead List View

The lead list shows:

Column	Description
Name	Lead's full name
Company	Their company name
Title	Job title/role
Status	Current sequence status
Enrolled	When they were added to the campaign

Understanding Lead Statuses

Each lead has a status showing where they are in the sequence:

Filtering Leads

Use filters to find specific leads:

By Status

Click the status dropdown to filter:

• All leads
• In progress
• Paused
• Completed
• Replied
• Blocked

By Search

Search for leads by:

• Name
• Email
• Company name

Advanced Filters

You can also filter by:

• Company size
• Industry
• Location
• Date enrolled

Managing Individual Leads

Viewing Lead Details

Click on any lead to see their full profile:

• Contact Information: Email, LinkedIn, phone
• Company Details: Company name, industry, size
• Engagement History: All messages sent and received
• Current Status: Where they are in the sequence

Pausing a Lead

Need to stop outreach to a specific lead? Pause them:

What happens when you pause:

• No more messages will be sent
• Any pending messages are held
• You can resume at any time

Resuming a Lead

To restart outreach to a paused lead:

1. Find the paused lead
2. Click Resume
3. The sequence continues from where it left off

Retrying Failed Leads

If a lead's engagement failed (e.g., email bounced), you can retry:

1. Find the lead with error status
2. Check the error reason
3. If the issue is resolved, click Retry

Common retry scenarios:

• Temporary email delivery issues
• LinkedIn connection temporarily unavailable
• Integration was reconnected

Bulk Actions

Manage multiple leads at once:

Select Multiple Leads

1. Check the boxes next to leads you want to manage
2. Or click Select All to select all visible leads

Available Bulk Actions

Action	Description
Pause All	Stop sequences for all selected leads
Resume All	Restart sequences for all selected leads
Retry All	Retry failed engagements for selected leads

Pausing All Leads

To pause all leads in a campaign:

1. Go to the campaign's Leads tab
2. Click Select All
3. Click Pause Selected
4. Confirm the action

Lead Engagement History

Viewing Engagement History

For any lead, you can see their complete engagement history:

1. Click on the lead to open their profile
2. Scroll to the Engagements section
3. See all messages sent and received

Each engagement shows:

• Message type (email, LinkedIn)
• Content sent
• Status (sent, opened, replied)
• Timestamp

Understanding Engagement Flow

A typical lead's journey might look like:

Day 0: Email sent ✅
Day 0: Email opened ✅
Day 3: LinkedIn connection sent ✅
Day 4: LinkedIn connection accepted ✅
Day 6: Follow-up email sent ✅
Day 7: Reply received 💬

Handling Replied Leads

When a lead replies:

1. Notification: You're alerted via dashboard/email
2. Auto-Pause: Their sequence pauses automatically
3. Status Update: Lead status changes to "Replied"

What to Do Next

Blocked Leads

A lead is blocked when they can't be contacted. Reasons include:

Reason	Solution
No email address	Add email or rely on LinkedIn only
Invalid email	Update with correct email
No LinkedIn profile	Rely on email only
Opted out	Cannot contact—respect their preference
Already in another campaign	Remove from one campaign to add to another

Viewing Blocked Leads

1. Filter by "Blocked" status
2. Click on a lead to see the specific reason
3. Resolve the issue if possible

Best Practices

Related Guides

• Review Engagements — Approving messages before they send
• Track Performance — Analyzing lead engagement
• Audiences and Leads — Understanding lead concepts