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> Help index
  • 01The Leads page — overview and bulk actions
  • 02The Accounts page — overview and bulk actions
  • 03Lists — creating, sharing, automating
  • 04Lead detail page — the anatomy
  • 05Lead detail — Signals panel
  • 06Lead detail — Qualification panel
  • 07Lead detail — Enrichment panel
  • 08Account detail — anatomy and key differences from Lead
  • 09Bulk operations across records
Contents

Help / 04 · Leads & Accounts (Records)

> Lead detail page — the anatomy

The full panel-by-panel tour. Header, four state panels (Activity / Qualification / Enrichment / Sync), Detailed Profile, Copilot rail. Where most of the operator's day happens.

2 min read·Never reviewed

TL;DR: Header strip on top. Four state panels in a row (Activity, Qualification, Enrichment, Sync). Detailed Profile below. Sidebar rail with breadcrumbs + engagement-score badge. Copilot button always in the top-right.

Header strip

  • Avatar + name — large, identity-first
  • Status badge — Signal received / Qualified / Enriched / Synced. Color-coded.
  • Title and company — current role; clickable through to account detail
  • Three actions:
  • Enrich — primary green button; runs the waterfall on demand
  • Run custom research — Copilot deep-research a single lead
  • … overflow — re-qualify, sync to destination, add to list, delete
  • Ask Copilot · Tell me about this lead — Copilot trigger, top-right

Four state panels (in a row)

Activity

Signals tied to this lead, ordered by recency. Each row is one signal capture:

  • Signal type icon + name (Keywords, Job Changes, Demo Viewed, etc.)
  • Timestamp ("1w ago", "2w ago")
  • Click-through opens the underlying signal detail page

Below the rows, a See all (N) link expands to full history. Most leads have between 1 and 20 captures.

Qualification

  • ICP — code + score (e.g. ENT_OPS 33)
  • Persona — code + score (e.g. Security IC 79)
  • Stage — Cool / Warm / In-market / Hot (engagement)

Click any of the three to open the breakdown drawer (per-parameter contribution).

Enrichment

  • Status indicator (full circle = enriched, partial = some channels, empty = no enrichment yet)
  • Enrich Profile button — runs the waterfall

The detail of what's enriched (work email, personal email, phone, LinkedIn) appears in the Detailed Profile below; this panel is the at-a-glance status.

Sync

  • Current destination sync state per connected destination
  • Sync to Tools button — manual push (in case the auto-sync hasn't propagated yet)

Detailed Profile

Below the panels, a structured profile block:

  • Current job title + Seniority
  • Function + Geo (Country / City)
  • Years of experience (total) + Years in current role
  • Profile keywords — chips extracted from public profile + workspace data
  • Persona custom question — the question text + LLM-derived answer

Additional data (when enriched)

  • Past titles
  • State / province
  • Languages
  • Direct dial / phone
  • Social handles (Twitter / X, GitHub)
  • Custom enrichment fields specific to your workspace

Right sidebar rail

A vertical rail on the right edge of the viewport shows:

  • Breadcrumb spine — LEAD: CHLOE WALKER, CLASSIFICATION VER: M-B-33-79, ACCOUNT: WESTMARK ROBOTICS
  • Each is clickable — back to Leads, to the version history, to the account detail

Engagement score badge

A floating badge in the bottom-right of the viewport, persistent as you scroll. Shows the engagement score (0–100) so you can keep it in view while reading the detail.

Related

  • Lead detail — Signals panel
  • Lead detail — Qualification panel
  • Lead detail — Enrichment panel
  • Lead detail — Copilot actions
  • Account detail — anatomy
Previous03Lists — creating, sharing, automatingLeads & Accounts (Records)Next 05Lead detail — Signals panelLeads & Accounts (Records)

On this page

  • Header strip
  • Four state panels (in a row)
  • Activity
  • Qualification
  • Enrichment
  • Sync
  • Detailed Profile
  • Additional data (when enriched)
  • Right sidebar rail
  • Engagement score badge
  • Related

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>unstuck engine

The B2B GTM engine. Signal-led targeting, ICP-fit pipeline.

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  • Pricing
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© 2026 Unstuck Engine. All rights reserved.

> wave is here.

Schedule it.
>unstuck engine
PricingBlogContact
>unstuck engine

The B2B GTM engine. Signal-led targeting, ICP-fit pipeline.

Product

  • Pricing
  • Comparisons
  • Blog
  • Handbook
  • Help

Company

  • Contact

Legal

  • Terms
  • Privacy

© 2026 Unstuck Engine. All rights reserved.