Browsing leads

The leads list

The leads list at Database > Leads shows every person TrailSpark has identified in your tracked accounts. The page title switches between Active Leads (signal activity in the past 30 days) and All Leads when you toggle the All Time switch on the right side of the search bar.

Searching and filtering

The search bar accepts name, email, email domain, or lead ID. Results update as you type (with a short debounce).

The Last 30 Days / All Time toggle to the right of the search bar controls the activity-recency window. When All Time is off, leads whose most-recent signal is older than 30 days do not appear.

Click Filters to expand the advanced filter panel. The badge on the button shows how many filters are currently active.

FilterWhat it narrows
Evaluation ScoreHot, Warm, Cold, or Not Evaluated — filters by the lead's latest score
Signal TypeRestricts to leads who have at least one signal of the selected type (populated from the signal types present in your workspace)
IndustryFilters by the industry of the lead's linked CRM account
Market SegmentFilters by the market segment of the lead's linked CRM account
Job title (text field)Partial-match filter against job title
Created from / Created toDate range for when the lead was first seen
Active from / Active toDate range for the lead's most recent signal activity

Clear (the X button that appears when any filter or search is active) resets all filters and closes the advanced panel.

The leads table

Each row is one person. The columns, left to right:

ColumnWhat it shows
NameFirst and last name
EmailThe person's email address
TitleJob title from your CRM or product data, truncated when too wide to display
SignalsCount of signal events associated with this lead
StatusThe lead's current evaluation status — see below
Buying GroupICP chip and top-2 role badges — see below
Last ActiveDate of the most recent signal event
CreatedDate the lead was first ingested

Status column

For leads with a completed evaluation, the Status column shows a colored badge:

  • Hot (red) — high-priority lead
  • Warm (amber) — medium-priority lead
  • Cold (blue) — low-priority lead

For leads that have not yet been evaluated, the column shows Not Evaluated as plain text (no badge).

Two warning states use a badge and an orange alert icon with a tooltip:

  • Excluded (orange badge) — the lead did not meet one or more evaluation rules. The tooltip on the alert icon shows a generic message and the count of failed rules. For the per-rule breakdown (field, expected value, and actual value), open the lead detail page. Excluded leads are not AI-scored.
  • Failed (red badge) — the evaluation ran but an error occurred. The tooltip shows the attempt count and last error message.

Buying Group column

This column surfaces where the person sits in your buying groups at a glance.

ICP chip — an outlined label naming the ICP from which the person's primary role is drawn. Only the primary ICP is shown here; to see all ICP memberships open the lead detail page. If the lead has no role assignment the column shows a dash.

Role badges — up to two role badges appear below the ICP chip, showing the person's top two roles by confidence for that ICP. The role with the highest confidence shows as a filled (primary) badge; the second shows as a secondary badge.

For a full explanation of how roles are assigned, what Behavioral / Demographic / Mixed means, and how the primary role is chosen, see Role attribution.

Pagination

The list loads 50 leads per page. Use the Previous and Next buttons at the bottom of the table to move between pages. The count above the buttons shows the current range and total (for example, "Showing 1–50 of 312").

Changing any filter or search resets to page 1.

Opening a lead

Click View (arrow icon) on any row to open the lead detail page for that person.

Next steps

  • Lead detail — full evaluation history, signals, roles, and feedback for one person
  • Browsing accounts — the account list, where leads are grouped by company
  • Account coverage — how role assignments roll up to account-level buying-group health
  • Role attribution — how TrailSpark decides which role a lead holds
  • Managing multiple ICPs — how primary ICP assignment works when a lead qualifies under more than one profile