The lead profile
What the panel behind a row is for: deciding whether to write, and what to say — plus notes, tags and follow-ups.
Last reviewed September 8, 2026
Click any row and the person opens beside the list. It is built to answer one question — is this person worth a message, and what would I say? — and deliberately not built as a CRM record.
Overview: deciding whether to bother
The top of the panel carries what the decision needs: the reason they matched, their current role and how long they have been in it, where they are, and the company behind them.
Contact details sit here too. An email address is revealed per person from a pack that never expires; nothing is charged for an address we could not verify. You can also add an address yourself — a colleague forwarded it, or it is on their site — and it sits alongside a revealed one rather than replacing it.
Career: what they have actually done
Their previous roles, where those were, and how long each lasted. This is the part worth reading before writing a first line: someone two months into their first VP role and someone eleven years into the same seat will not answer the same message.
More: everything else we hold
Skills, education, languages, and the company's firmographics. Thin for many people, and that is honest rather than broken — a field left empty means we could not verify it.
What happened, in one timeline
Every message sent, every reply, every accept, every status change, every note and every tag — in order, on one list. It is derived from what actually happened rather than typed up afterwards, so it cannot flatter you: a "sent" line means a message left, and a reply line means a person wrote back.
Notes, tags and follow-ups
- A note is for the thing that will not be true again — "asked me to call back after their reorg".
- A tag is for the thing you will want to filter on later. Tags are shared across your account, so name them for the next person who reads them.
- A follow-up is a date. Overdue ones surface as a count in the Leads filter bar, which is itself a link to exactly those people.
What this is not
It is not a place to store your CRM's fields, and there is no way to invent one. Everything here is either something we verified or something you wrote — nothing in between, and nothing computed to look like a fact.