The Leads section gives you a consolidated view of every contact your agent is working on across all lists. From here you can search, filter, review activity, act on hot leads, and export data.

Hot Leads

A lead becomes "hot" when they open multiple emails in a short period — strong intent signal.

Recommended workflow

If you have phone numbers: let the sequence keep running and schedule a weekly call session for hot leads. Stop the sequence only if you actually reach them (interested → no more reminders needed; not interested → stop to avoid spamming).

If no phone numbers: stop the sequence → reply manually → mark as Success in Topo → update CRM.

Step by step

• Open the Hot Leads section on your dashboard, sorted by most recent.

• Review the sequence or emails they interacted with for context.

• Connect on LinkedIn and/or call within a few days — use sequence insights as a hook.

• Don't mention tracking (email opens, page views) directly — it can feel intrusive.

• Enable notifications (Slack, in-app, or email) to be alerted in real time.

Example hook: "I contacted you by email about [sequence name] — curious to see if this is interesting to you?"

Automatic Sequence Stopping Behavior

When sequences automatically stop

Sequences automatically stop when a lead replies to an email or responds on LinkedIn, preventing further automated outreach. This ensures you don't continue sending automated messages after a prospect has engaged.

Copilot Mode Approval Process

If you're using Copilot mode, there's an important distinction between sequence activation and email sending.

1. Sequence Activation — Once enabled, your sequence starts populating leads in the Leads section for your review.

2. Lead Approval — Review each lead individually and approve the ones you want to contact. Only approved leads will receive outreach.

3. Copilot mode gives you full control before any email is sent to a prospect.

Enhanced Lead Exclusion Management

Bulk Exclusion Methods

• CSV Import for Multiple Contacts: Instead of adding emails one by one, you can bulk import exclusions via CSV with a maximum of ~999 emails per file. Go to Settings → Exclusions → Excluded Contacts → Import CSV.

• Company-Wide Exclusions: To exclude an entire organization from all future outreach, use Settings → Blocklist → Company Blocklists → add the domain. You can enter domains manually or import via CSV with a domain column.

Important UI Note

"Blocklist" and "Exclusions" refer to the same opt‑out functionality but may appear with different labels in the UI depending on your view.