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My Leads is your personal working list of every contact and company you’ve saved in Salestools. It works like the prospector you use to discover new leads, but it runs entirely against your own saved data — so you can search across everything you’ve imported, filter it dozens of ways, open rich records, and push selected rows into AI research, agents, or an export without leaving the page.

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What you can do

Search in plain language

Describe your target in natural language — for example, “VP Sales at fintech companies in Germany” — and let Sally translate your words into filter chips.

Filter on almost any field

Narrow your list by contact info, company, people, technographics, hiring signals, buying signals, and your own pipeline fields like status, tags, and CRM owner.

Act on selections in bulk

Run Deep Research, send to an AI agent, change status, tag, assign buying roles, enrich, export to CSV or CRM, or delete — all from the bulk action bar.

Import from anywhere

Bring in contacts from a CSV file or pull directly from HubSpot or Salesforce. Imports deduplicate and update records in place.

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How to find a lead

The plain-language search bar understands full sentences. Try queries like “CTOs at healthcare companies with more than 500 employees” and Sally will build the right filter combination for you automatically.
1

Open My Leads

Go to My Leads from the sidebar. You land on the Leads tab by default, with Companies sitting right beside it. The number on each tab is your live saved count — switching between tabs never loses your place.
2

Type what you're looking for

Use the prompt bar at the top to describe your target in plain language, then press Run ⌘↵ (or click Run). Sally converts your words into visible filter chips that you can inspect and adjust at any time.
3

Refine with the filter panel

Open the filter sidebar (the slider icon to the left of the tab strip) to fine-tune your results. Filters are organised into eight groups:Type a value to pick from suggestions, or set a toggle like Has email to Any, Has, or No.
4

Use include and exclude chips

Most filters support both include (green chip) and exclude (red chip). Switch a field to exclude mode to filter out matching records — handy for cases like “any industry except staffing.”
5

Open a record

Single-click a row to preview it in the detail rail on the right. Double-click to open its full record in a new tab. For a lead you’ll see five tabs:
  • Overview — key details, contact info, and buying signals
  • Company — the lead’s employer and firmographic data
  • Employees — colleagues at the same company
  • Notes — your team’s notes on this person
  • Activity — a timeline of touches and events
Close the tab with the ✕, or click Leads / Companies to return to the list.

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How to import contacts

Imports match incoming records against your existing data and update them in place rather than creating duplicates. After a CSV import, newly added leads are automatically queued for AI role classification so they land in the right buying-role buckets. The post-import summary shows exactly how many records were created, updated, and skipped.
1

Open the import menu

With no rows selected, find the floating action bar at the bottom of the table and click ⇡ Import.
2

Choose your import source

Select one of three options:
  • CSV — upload a file from your computer
  • HubSpot — pull records from your connected HubSpot account
  • Salesforce — pull records from your connected Salesforce org
3

Map your columns (CSV only)

For a CSV upload, Salestools shows each column from your file alongside a dropdown to match it to the correct Salestools field. Work through each column, confirm the mapping, and click Import.
4

Review the import summary

Once the import finishes, you’ll see a summary showing how many records were created, updated, and skipped. Your new and updated leads appear in the list immediately.

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How to act on a selection in bulk

1

Select your rows

Tick the checkboxes for the leads or companies you want to act on. A dark action bar appears at the bottom of the table showing how many records are selected.
2

Choose a bulk action

Pick from the actions available in the bar:
Run AI-powered research on the selection. Choose a research level — Standard, Pro, Max, or Ultra Max — and apply it to the persona, the company, or both.
Enroll the selected leads directly into an AI agent so Sally can start researching and reaching out.
Change the lead status (and optional sub-status) for every selected record at once.
Add or remove one or more tags across the whole selection.
Let Sally classify each selected lead’s job title into a buying role — Decision Maker, Champion, Influencer, or End User — and apply those roles in bulk.
AI-fill missing fields (email, phone, LinkedIn, and more) for every selected lead.
Download the selection as a CSV file, or push the records directly to your connected CRM.
Permanently remove the selected leads from your saved data. You can optionally remove their related company records at the same time.
3

Confirm and monitor progress

Confirm in the dialog that appears. The action bar shows live progress (for example, “Researching 25…”) while work runs, then refreshes your list automatically when it finishes.
Delete is permanent. Deleting removes selected leads from your workspace and cannot be undone. If you might need the records later, use Export first to save a copy.

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How to add a single lead by hand

1

Click New lead

In the bottom action bar, click ✦ New lead to open the contact creation form.
2

Fill in the details and save

Enter the person’s name, email, company, and any other details you have. Click Save and the new contact appears in your list immediately.

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Settings and customisation

Click ⚙ Settings in the bottom action bar to manage CRM connections (browse HubSpot or Salesforce records), edit lead status transition rules if you have permission, and control which table columns are visible. Hiding columns you don’t need keeps the list focused and fast to scan.

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FAQ

Find Leads searches the global Salestools prospect database to discover brand-new people and companies. My Leads searches only the records you’ve already saved to your workspace. Both share the same search bar, filter panel, and bulk actions — so skills and habits transfer directly between them.
The count reflects records you’ve saved. If the list is empty, import a CSV, pull records from your CRM, add a lead by hand, or save prospects from Find Leads.
A handful of fields under Funding & growth (funding stage, last round, headcount growth) are displayed for context but don’t yet filter your list — they’re marked SOON. All other filter groups work normally.
Yes. Open multiple lead and company detail tabs side by side, each with its own ✕ to close. Switching between open tabs or back to the main list keeps every tab’s scroll position intact.
No. The importer matches each incoming row against your existing data and updates records in place. The post-import summary tells you exactly how many were created versus updated versus skipped.

Find Leads

Discover brand-new prospects and accounts, then save them to My Leads.

AI SDR Builder

Send selected leads into an AI agent that researches and reaches out for you.

Scout

Surface buying signals and timely reasons to reach out to your saved leads.

Deals & Pipeline

Track the leads that turn into opportunities through your pipeline.
Last modified on June 20, 2026