Leads & lists5 steps

Lead Database: the person panel

Click a name to open a full profile: contact details, role history, company insight (revenue, funding, technologies) and whether the person is already one of your leads.

Where: Lead Database → click a person's name

How to do it

  1. Click the name in the results. The panel shows name, title at company, country and a seniority badge, with LinkedIn and website links.
  2. Contact information lists Email (masked, with Reveal), Phone ("On file · shown once added" or "Not on file"), LinkedIn, Website and Location. Record details lists Title, Seniority, Department, In role since, Connections and In your workspace (Yes · list name / No).
  3. Open the Company tab for the description, keywords, website, industry, employees, founded year, revenue, funding, headquarters, phone, LinkedIn followers, technologies and how many of its people are in the Lead Database.
  4. If the person is already one of your leads, an "In your workspace" tab shows their list, lead status and every campaign they are in with status and step.
  5. Use Reveal email or Add to list in the header.

Good to know

  • Phone numbers are never shown in the database — they are written onto the lead when you add them (and appear in CSV exports).
  • Add to list is disabled when there is no email on file and hidden when the person is already in your workspace.

More in Leads & lists

Leads & listsBrowsing, searching and filtering your leadsThe Leads page is every person in your workspace in one table, with a search box, Status and Campaign filters, and a Columns picker that includes every column you ever imported.Leads & listsCreating and deleting listsLists are the folders your leads live in; a lead belongs to one list at a time, and deleting a list permanently deletes the leads in it.Leads & listsImporting leads from a CSVUpload a CSV, map each column to a field (only Email is required), and the import runs on our servers in the background — each new lead takes room in your workspace; updates are free.Leads & listsDaily Drip: verify a big list a set number a day, into one or more campaignsUpload a list of up to 50,000 once. On each campaign's sending days, just before its window opens, MailFleet checks that campaign's share of the next addresses with your plan's daily email checks and adds the results you choose to it — so you don't need checks for the whole list up front, or to upload it in chunks.

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