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

# Search, Filter, Enrich, and Act on Your Saved Leads

> Browse, filter, enrich, and act on every lead and company you've saved — with bulk AI actions, CRM import, and plain-language search.

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.

## What you can do

<CardGroup cols={2}>
  <Card title="Search in plain language" icon="magnifying-glass">
    Describe your target in natural language — for example, *"VP Sales at fintech companies in Germany"* — and let Sally translate your words into filter chips.
  </Card>

  <Card title="Filter on almost any field" icon="sliders">
    Narrow your list by contact info, company, people, technographics, hiring signals, buying signals, and your own pipeline fields like status, tags, and CRM owner.
  </Card>

  <Card title="Act on selections in bulk" icon="bolt">
    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.
  </Card>

  <Card title="Import from anywhere" icon="file-import">
    Bring in contacts from a CSV file or pull directly from HubSpot or Salesforce. Imports deduplicate and update records in place.
  </Card>
</CardGroup>

## How to find a lead

<Tip>
  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.
</Tip>

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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:

    | Group                | What it covers                               |
    | -------------------- | -------------------------------------------- |
    | **Contact info**     | Email, phone, LinkedIn, location             |
    | **Company**          | Industry, size, revenue, domain              |
    | **People**           | Job title, seniority, department             |
    | **Technographics**   | Tech stack and tools in use                  |
    | **Funding & growth** | Funding stage, last round, headcount growth  |
    | **Hiring**           | Open roles and hiring signals                |
    | **Buying signals**   | Intent data and behaviour triggers           |
    | **Pipeline**         | Status, tags, lead source, rating, CRM owner |

    Type a value to pick from suggestions, or set a toggle like **Has email** to **Any**, **Has**, or **No**.
  </Step>

  <Step title="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."*
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to import contacts

<Note>
  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.
</Note>

<Steps>
  <Step title="Open the import menu">
    With no rows selected, find the floating action bar at the bottom of the table and click **⇡ Import**.
  </Step>

  <Step title="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
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## How to act on a selection in bulk

<Steps>
  <Step title="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.
  </Step>

  <Step title="Choose a bulk action">
    Pick from the actions available in the bar:

    <Accordion title="🔍 Deep Research">
      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.
    </Accordion>

    <Accordion title="✦ Add to agent">
      Enroll the selected leads directly into an AI agent so Sally can start researching and reaching out.
    </Accordion>

    <Accordion title="⟳ Status">
      Change the lead status (and optional sub-status) for every selected record at once.
    </Accordion>

    <Accordion title="⚑ Tags">
      Add or remove one or more tags across the whole selection.
    </Accordion>

    <Accordion title="◈ Roles">
      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.
    </Accordion>

    <Accordion title="✨ Enrich">
      AI-fill missing fields (email, phone, LinkedIn, and more) for every selected lead.
    </Accordion>

    <Accordion title="⇣ Export">
      Download the selection as a **CSV** file, or push the records directly to your connected **CRM**.
    </Accordion>

    <Accordion title="✕ Delete">
      Permanently remove the selected leads from your saved data. You can optionally remove their related company records at the same time.
    </Accordion>
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

## How to add a single lead by hand

<Steps>
  <Step title="Click New lead">
    In the bottom action bar, click **✦ New lead** to open the contact creation form.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Settings and customisation

<Tip>
  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.
</Tip>

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between My Leads and Find Leads?">
    **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.
  </Accordion>

  <Accordion title="Why is my Leads or Companies count zero?">
    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**.
  </Accordion>

  <Accordion title="Some filters show a 'Coming soon' badge — can I still use them?">
    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.
  </Accordion>

  <Accordion title="Can I open more than one record at a time?">
    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.
  </Accordion>

  <Accordion title="Will importing create duplicate leads?">
    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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Find Leads" href="/sales-intelligence/find-leads" icon="magnifying-glass">
    Discover brand-new prospects and accounts, then save them to My Leads.
  </Card>

  <Card title="AI SDR Builder" href="/ai-agents/ai-sdr-builder" icon="robot">
    Send selected leads into an AI agent that researches and reaches out for you.
  </Card>

  <Card title="Scout" href="/sales-intelligence/scout" icon="binoculars">
    Surface buying signals and timely reasons to reach out to your saved leads.
  </Card>

  <Card title="Deals & Pipeline" href="/sales-intelligence/deals-pipeline" icon="chart-line">
    Track the leads that turn into opportunities through your pipeline.
  </Card>
</CardGroup>