How to add and manage leads
Leads are the people you want to reach. Here's how to add and organize them effectively.
Adding a lead manually
Go to Leads and click Add Lead.
Required fields:
- Product — which product this lead is for
- Company Name — the company they work at
- Email — their email address
Recommended fields:
- Contact Name — their full name (improves personalization)
- Phone — optional contact number
- Source — where you found them (Website, Referral, LinkedIn, etc.)
- Segment — company type (SMB, Mid-Market, Enterprise)
- Notes — anything relevant for personalization
Lead statuses
Leads progress through these statuses:
| Status | Meaning |
|---|---|
| New | Just added, not contacted yet |
| Contacted | Email sent |
| Qualified | Engaged and promising |
| Won | Converted to customer |
| Lost | Closed without conversion |
Statuses update automatically based on email engagement, or you can change them manually.
Lead scoring
Each lead has a score (0-100) based on:
- Engagement with your emails (opens, clicks, replies)
- Pain signals from Pain Radar
- Profile fit with your ideal customer
Higher scores appear first in the list. Focus on high-scoring leads for best results.
Tips for good lead data
- Add context in Notes — "Met at SaaStr", "Uses Competitor X", "Recently raised Series B"
- Be specific about source — helps track which channels work best
- Keep emails valid — bounced emails hurt your sender reputation
- Use segments — filter leads by company size or type later
Filtering and sorting
Use the filters at the top of the Leads page:
- Search — find by name, company, or email
- Status — filter by pipeline stage
- Product — show leads for specific product
- Source — filter by lead source
- Sort — by score (default) or creation date