Lead Search is how you find new people and companies in Topo. You describe who you are after, Topo queries its database, and you get everyone who matches.

It is criteria-based: you are asking who fits a description right now. If instead you want to catch people because of something that just happened, that is Signals.

Getting there

The quickest route is Search in the left sidebar. You can also start one from Lists, from the Accounts or Contacts pages, or by asking the AI agent from anywhere in Topo.

📄 All the ways you can build a lead search in Topo

Building your search

A search is a set of filters run against Topo's database. You can search for people or for companies.

There are two ways to get your filters in place, and you can mix them freely:

• Ask the agent. Describe your targeting in plain language and the agent builds the filters for you.

• Add them yourself. Pick filters from the Contact and Company groups in the sidebar and set them by hand. In each filter, click the green tick to include a value or the red exclusion icon to exclude it.

Whichever way you start, every filter stays editable. The agent's filters are not locked — adjust or remove any of them.

📄 Lead Search Filters

📄 Lead Search: Prompting best practices

Reading your results

You see every result that matches, straight away. There is no 25-lead preview to work through first — the full set is in front of you.

Topo also marks the rows you should know about before you spend anything, so you are not paying twice or contacting someone you should not:

• People already enrolled in a sequence

• People caught by one of your exclusions, with a red exclusion badge

• People you have already imported

Finding your way around

• Use the search bar to look for someone specific inside the results.

• Click a lead's name to open their detail panel.

• Click a company name to open the account's detail panel.

From an account panel

Opening a company from your results gives you two useful shortcuts:

• Exclude the account — take it out of this search and keep it out of your outreach.

• Search this account only — narrow the search down to people at that one company.

Acting on what you found

Select the leads you want, then:

• Import into a list — put them in a list you can work with or link to a sequence later.

• Import into a sequence — send them straight into outreach.

You do not have to take everything. Select as much or as little of the result set as you want.

Select all selects every lead that matches, not just the page you're on.

Saving a search for later

Save your search with the save button at the top of the page, or ⌘S. To rename it, click the pen next to its name, type the new name and press Enter. Saved searches are handy when you have spent time getting the filters right and want to reuse that work rather than rebuild it.

Open the Searches window to find your saved searches and the ones run in the last 30 days. You can filter it by who created the search.

Only saved searches can be duplicated.

📄 How do I duplicate a Lead Search?

A lead search is a snapshot

A search shows what matched at the moment you ran it, and a list you build from one holds exactly what you imported. Neither grows on its own.

For a list that keeps filling itself as new people qualify, use a signal instead.

📄 Signals 101