Core workflows · Lead recommendations

Lead recommendations

Scores your existing contacts by product ICP and lead score, ranking who’s worth reaching out to now.

What lead recommendations are

Lead recommendations rank the contacts you already have by who’s worth reaching out to now. Instead of scanning your whole list to decide who to prioritize, the highest match scores appear at the top.

On both desktop and mobile, open it from the More menu as ‘Lead recommendations’. You’ll see up to 50 contacts ranked by match score, highest first.

How it ranks

Each contact gets a match score from product ICP fit, lead score, and recent contact/purchase history, ranked high to low. Each pick shows the reasons behind it.

The match score adds up the following signals into a 0–100 value.

A score of 60 or higher is treated as a ‘hot lead’ and highlighted with a flame. Each card shows up to three reasons (e.g. ‘Lead score 80’, ‘Has purchase history’, ‘ICP tier 1 match’) so you can see at a glance why it ranked.

Reading the screen

  1. The list is sorted by match score, top to bottom — the higher up, the sooner you should reach out.
  2. Each card shows name and company, the reason tags, and the match score on the right.
  3. Tap a card to open the contact card and continue with calls, messages, notes, or deals.

For better accuracy

Define your products & services and analyze them so ICP fit is factored in. The richer the contact data (industry, size, interest), the better the results.

Turning picks into action

From the list, open a contact card to call, message, or open a deal .

Who’s left out

Recommendations only include contacts that make sense to pursue. The following are excluded automatically.

It prioritizes within your existing contacts — it doesn’t source new leads from outside. With little data the list may look empty — import contacts first.
The score and reasons are computed from the contact and product data you’ve entered. Treat the score as a hint for who to look at first, not a final verdict — and the more data you fill in, the sharper it gets.