Context

The Leads page serves as some sort of "master-list" of all the leads associated to your organization in Topo. However, left as is it might look overwhelming. Master this page's navigation to get the best out of all your existing leads.

Answer

From the left sidebar, click Leads. Each row is a lead showing: LinkedIn profile link, name, job title, company (links to website), sequence name, list, last contacted date and status.

Quick actions

• New Lead Search — button in the top-right header. Start a new lead search directly from the Leads page without navigating to the Lists or Search sections.

• Columns — button to customize which columns are displayed in the leads table. Add or remove columns like 'List', 'Status', and 'Last contacted' to view the information most relevant to your workflow.

• Bulk actions — select multiple leads using checkboxes to perform bulk approve or bulk refuse actions, especially useful after sorting by company.

Search & filters

• Search bar — find a specific person by name.

• Filters — narrow by:

  • Sequence Name

  • Status: Active, Succeeded, Failed, Completed, Waiting for Leads' response, Waiting for action, Stopped early, Waiting for approval, Refused

  • Hot Lead: True or False

  • Last Contacted date

Click a lead's Status to open the lead drawer: email, phone number (if available), location, company size, LinkedIn industry, agent actions log, and full activity history (including email open events).