Review prospects
Inspect companies, contacts, fit evidence, delivery state, and the suggested first angle.
When to use this
Use Prospects to review accepted records before export, delivery, or Outreach enrollment.
Requirements and availability
- Free starter accounts can review saved records here, even without a connected CRM. ClickUp is an optional external destination.
- A missing contact method stays missing; do not infer one.
- Human review remains necessary before outreach.
How to do it
- Open Prospects.
- Search or filter the saved prospects. If a record is missing, check the run details and clear any filters.
- Select a row or View details.
- Review Contact, Why they match, Suggested first angle, Score, Delivery, Run / batch, and Targeting profile.
- Use Visit website and public profile links to verify current information.
Fields and controls
| Control | What it does |
|---|---|
| Company | Company name with domain or website. |
| Contact | Named person and title when available. |
| Email / Phone | Available values with open and copy actions. |
| Socials | Available LinkedIn, Instagram, Facebook, or X links. |
| Score | Qualification score when available. |
| Outreach status | Campaign or reply state when Outreach is enabled. |
| Leama record | Stored means the prospect is available in Leama; Staged is a saved legacy record awaiting processing. Neither status proves arrival in an external CRM. |
What happens next
The in-app drawer exposes evidence and public verification links for saved prospects. ClickUp shows a copy only when the connection and delivery succeeded.
States you may see
| State | Meaning |
|---|---|
| Stored | Available for review in Leama. |
| Staged | Saved in Leama; processing or an older external handoff may still be pending. |
| Contact not found | No named contact value is available. |
| No prospects yet | Start a run before records can appear. |
Credits and usage
Review, search, selection, and opening details do not spend credits.
Common problems
| Problem | What to check |
|---|---|
| No rows match | Clear filters or shorten search; the page distinguishes no data from no matches. |
| A field looks outdated | Verify it against a linked public source before use. |