> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

> Build, enrich, score, and qualify your prospect list

A **Lead** is a prospective company you haven't qualified yet. Leads are where new relationships start. You bring
companies in, Emanate fills in the details and scores them against your ideal customer, and the good ones graduate
into [Accounts](/accounts/overview) you actively manage.

Open **Leads** in the sidebar to work your list.

## Where leads come from

| Source          | How it happens                                                                                                              |
| --------------- | --------------------------------------------------------------------------------------------------------------------------- |
| **Import**      | Upload a spreadsheet or CSV: a trade-show list, a purchased list, a CRM export. The import wizard maps the columns for you. |
| **Add by hand** | Add a single lead manually, with enrichment and a direct path into a sequence, no import needed.                            |
| **Inbound**     | New companies that email you can become leads automatically.                                                                |
| **Expand**      | Prospects discovered in the [Expand](/expand/overview) workspace can be promoted into leads.                                |
| **CRM**         | Leads synced from a connected CRM.                                                                                          |

## What Emanate does with a lead

<Steps>
  <Step title="Enrich">
    Fill in the missing details (industry, revenue, employee count, direct contacts, decision-makers) so the record is complete without manual research. See [Enrichment](/leads/enrichment).
  </Step>

  <Step title="Score">
    Rate how well the lead fits your ideal customer, as a Grade and a Heat rating, with an explanation. See [ICP Scoring](/leads/icp-scoring).
  </Step>

  <Step title="Act">
    Enroll the promising ones in a [Sequence](/sequences/overview), or work them from your list.
  </Step>

  <Step title="Convert">
    When a lead is qualified, [convert it into an Account](/accounts/lead-conversion). The company record and all its contacts carry over, with history intact.
  </Step>
</Steps>

## Working the list

The Leads table is built for scanning and slicing a large book:

* **Saved views:** save a set of filters, sorts, and columns as a named view you can jump back to.
* **My Inbox scope:** a personal view that hides leads other reps have claimed, so you see only what's yours.
* **Search and filter:** by company, domain, industry, score, or any custom field.
* **Column picker:** show the columns that matter for the work you're doing.

## Custom fields

Add columns of any type (text, number, date, single-select, multi-select) from the column picker. Custom fields
become available in the table (filterable and sortable), the lead drawer (editable inline), the filter builder, and
[Segments](/segments/overview) for targeting.

### Session-scoped columns

Custom columns belong to the **import session** that created them (up to 10 per session), so each import's
domain-specific fields stay scoped to that batch instead of cluttering the global table. A session view gives full
read/write on its columns; the All Leads view shows the union of everyone's columns read-only.

## Duplicate detection

When a new lead's domain matches one already in your workspace, the newcomer is flagged for review. Open the
**Duplicate Review** dialog to **Keep Separate**, **Merge** (folds one into the other, preserving fields, tags, and
contacts), or **Delete**.

## Lead status

| Status           | Meaning                            |
| ---------------- | ---------------------------------- |
| **New**          | Just added, pending enrichment     |
| **Enriched**     | Contact and company data filled in |
| **Scored**       | Fit score calculated               |
| **Qualified**    | Meets your bar, ready for sales    |
| **Synced**       | Pushed to your CRM                 |
| **Disqualified** | Doesn't fit                        |

## Next steps

<CardGroup cols={2}>
  <Card title="Enrichment" icon="sparkles" href="/leads/enrichment">
    Fill in the details automatically
  </Card>

  <Card title="ICP Scoring" icon="target" href="/leads/icp-scoring">
    How the fit score works
  </Card>

  <Card title="CRM Sync" icon="database" href="/leads/crm-sync">
    Keep leads in step with your CRM
  </Card>

  <Card title="Sequences" icon="send" href="/sequences/overview">
    Enroll leads in outreach
  </Card>
</CardGroup>
