Lead Scouting is the first phase of your sales funnel. This is where prospects live before anyone has reached out to them. Think of it as your research and targeting headquarters: contacts enter here from imports, web forms, or manual entry, and you decide which ones deserve outreach (via your favorite outreach platform).

The distinction matters. A contact in Lead Scouting has not received a cold email, a LinkedIn message, or a phone call from your team (via your outreach platform). They are candidates for outreach, not active conversations. Once you start engaging them, they graduate to the Leads phase.

Lead Scouting offers two ways to visualize your prospects. Each serves different workflows.

Most teams use Kanban for daily workflow and List view for reporting or bulk operations. Switch between them using the toggle in the top-right corner of the page.

Every contact in Lead Scouting receives a Confidence Band based on how well they match your Ideal Customer Profile. This is not engagement (that comes later). It is fit assessment based on firmographic and demographic data.

Confidence Bands help you prioritize. When you have 500 contacts to review, start with High confidence. They are statistically more likely to convert if engaged.

While Confidence measures fit, Signal Strength measures intent. Has this contact visited your website? Downloaded content? Attended a webinar? These behavioral signals indicate active interest.

Focus Areas let you organize contacts by campaign, source, or any grouping that makes sense for your team. Maybe you imported 200 contacts from a trade show. Create a Focus Area called "SXSW 2024" and assign them there.

In Kanban view, Focus Areas can become your columns. This gives you a visual representation of which campaigns or sources have the most prospects waiting.

Lead Scouting is not meant to be a parking lot. Contacts should move through it, not accumulate. Here is a typical workflow:

1. Import or receive contacts. New prospects enter Lead Scouting from imports, integrations, or manual entry.
2. Enrich and score. Fill in missing data points. Confidence Bands update automatically as profiles become more complete.
3. Review and triage. Sort by Confidence Band and Signal Strength. Quickly identify the best prospects.
4. Take action. Promote winners to Leads, archive poor fits, or request more information.

Set a goal: no contact should sit in Lead Scouting for more than two weeks without a decision. Either they are worth pursuing (promote) or they are not (archive).

The transition from Scouting to Leads marks the beginning of active engagement. Here is when a contact is ready to move:

• Confirmed ICP match. You have verified they fit your target profile.
• Complete contact data. You have an email address, phone number, or LinkedIn profile. You can actually reach them.
• No conflicts. They are not already a customer, an active deal, or blacklisted.
• Outreach intent. Your team plans to contact them within the next 1-2 weeks (using your favorite outreach platform).

Promoting too early clutters your Leads pipeline with unqualified prospects. Waiting too long means competitors might reach them first. Find your team's rhythm.

Lead Scouting handles large volumes. Here are the bulk actions available:

In List view, select multiple contacts using checkboxes, then access bulk actions from the toolbar. In Kanban, select cards by clicking while holding Shift or Ctrl.

• Set Confidence Band thresholds. Decide your minimum band for promotion. Some teams only promote High and Medium; others include Low with strong signals.
• Review regularly. Schedule weekly triage sessions. Let contacts accumulate for too long and you lose the context of where they came from.
• Use Focus Areas for accountability. Assign Focus Areas to team members so everyone knows who owns which prospects.
• Enrich before discarding. A contact might look like a poor fit only because data is missing. Run enrichment before archiving unknowns.
• Track source quality. Which Focus Areas produce the most promotions? Use that insight to allocate marketing spend.