Overview
The Leads page is the home of the Acquisition section. Opening Leads from the navigation takes you to /outreach/leads/focus, and visiting /outreach redirects here too. It is where you work your manual prospect leads: decide who needs attention today, advance them through the pipeline, draft outreach with Summit53, and convert the qualified ones into CRM opportunities. Because leads live inside the Revenue Engine, the full engagement history travels with a lead when it converts to a pipeline opportunity.
The page offers three views of the same leads, switched from the toggle in the top right: Focus, Pipeline, and All leads. Alongside the toggle sit a Search box (press ⌘K or Ctrl+K to jump to it) and a New lead button.
Two status chips also sit in the header. A search quota chip shows how much realtime research capacity remains for qualification — for example "8/10 searches left" — turning red when the quota is exhausted. Next to it, a Gmail pill reads Gmail connected (with a mailbox count when more than one is active) or Connect Gmail; click it to manage or set up Gmail reply ingestion in Google Workspace settings. Connecting Gmail is what powers reply capture and the reply triage queue below.
Filtering and search
A filter bar sits beneath the header and applies to whichever view you are in. It offers Status, Stage, Tier, Fit, and — when more than one person owns leads — Owner. A Clear button resets them, and a "Showing X of Y" count tells you how many leads match. The search box matches on name, company, or email.
If your organisation has not yet published an ICP Definition asset, a banner explains that qualification is running on provisional, tenant-neutral criteria, with a Create ICP asset link. Add an ICP so fit and tier are scored against your actual market.
Reply triage
When Gmail is connected and inbound replies are waiting for review, a Reply triage panel appears near the top of the page — whichever view you are in — headed with how many Google-sourced replies need review. Each card is tagged Gmail reply and shows who replied and where they work, the subject line, how long ago the reply arrived, and a preview of the message. A Refresh button re-checks the inbox, and the × control dismisses the panel for the rest of your visit.
Every reply card carries five actions:
- Draft reply — Summit53 drafts a response grounded in the conversation, opening the composer inline on the card.
- Mark reviewed — clear the reply from the queue once you have dealt with it.
- Snooze — push it back to handle later.
- Not interested — record that the lead has opted out.
- Convert — promote a positive reply straight to a CRM opportunity.
Focus view
Focus is the default view and answers a single question: who should I work right now? A momentum header greets you, summarises how many leads need you today, and shows stat chips for replies waiting, overdue, due today, and active leads, plus a Daily touches goal ring tracking leads worked against your active queue.
Below the header, leads are grouped into an ordered action queue:
- Reply waiting — a lead has responded; strike while it’s warm.
- Overdue — a next action is past due; clear these first.
- Due today — actions and sequence steps on deck for today.
- Suggested for you — high-fit leads Summit53 has surfaced for you to start.
Each card carries a primary action chosen to fit the lead’s state — for example Draft reply, Draft with Summit53, Complete step, Send follow-up, or Convert to opportunity — along with a Snooze control to push the next action out. When the queue is empty you will see "You’re all caught up", a prompt to switch to Pipeline or All leads to keep building.
Pipeline view
Pipeline shows your acquisition pipeline as a board, with one column per stage: Prospect, Qualifying, Nurturing, and Ready. Each column shows a count and a fill bar. Drag a card to advance its stage — the move is saved as you drop it. Each card shows the lead’s fit rating, tier, an engagement (heat) indicator, the next line of action, and a primary button. Click any card to open its detail drawer.
All leads view
All leads is a full, paginated table for working at volume. It loads more rows as you scroll and has columns for Lead, Owner, Stage, Fit, Engagement, Next step, and Value, with a per-row Draft button. Tick the checkbox on one or more rows to reveal the bulk bar, where you can:
- Enroll in sequence — choose a published sequence and enrol the selected leads.
- Qualify — have Summit53 score the selected leads for fit and tier.
- Clear — drop the selection.
Status, Stage, Fit, and Tier
Each lead carries a Status that reflects engagement — Prospect (new), Working, Engaged, Replied, and Converted, plus Bounced, Unsubscribed, and Archived for leads out of active play — and a Stage that places it in the pipeline: Prospect, Qualifying, Nurturing, or Ready. Two more fields guide prioritisation:
- Fit rating — how well the lead matches your ICP: Strong, Good, Moderate, or Weak.
- Tier — outreach priority: Tier 1, Tier 2, or Tier 3.
The lead detail drawer
Clicking a lead in any view opens a slide-over drawer on the right with everything about that lead. At the top sit three actions: Draft with Summit53 (which becomes Regenerate draft once a draft exists), Re-qualify, and Convert. The drawer is organised into sections:
- Qualification — Stage, Fit rating, Tier, Deal value, and Fit score, with a marker showing whether the lead was scored against your published ICP or with provisional criteria.
- Details — Owner, Phone, Industry, Source, Touchpoint, LinkedIn status, Next action, Last contacted, and Last qualified.
- Membership — any lead lists and sequence enrolments the lead belongs to.
- Notes — free-text notes on the lead.
- Engagement — Sent, Opens, Clicks, and Replies counts.
- Activity — a timeline of the lead’s history.
Drafting outreach with Summit53
Draft with Summit53 prepares a message for a lead. When a lead has replied, Summit53 drafts a reply grounded in the conversation; otherwise it drafts an outreach note. Drafts are grounded in your knowledge assets, and the composer shows which assets were used. From the composer you can Send, Copy the draft to your clipboard, Regenerate it, or close it. If a draft is already saved on a lead, the action reads View draft so reopening it does not generate a fresh one.
Qualifying leads
Re-qualify in the drawer (or Qualify in the All leads bulk bar) asks Summit53 to research a lead and score its Fit rating and Tier. If no ICP asset is published, leads are scored with provisional criteria and flagged accordingly; if your search quota is exhausted, qualification resumes after the quota resets.
Adding leads manually
Use New lead to add a single lead by hand — useful for referrals or conference contacts. The form captures email (required) plus first and last name, title, company, phone, LinkedIn URL, fit rating, tier, stage, next action and date, an engagement signal, and notes. For lists, use Import instead.
Converting to a CRM opportunity
When a lead qualifies, Convert creates a CRM opportunity and carries over the contact details, company, engagement history, and qualification fields. This is the handoff where Acquisition meets Pipeline — no context is lost.