In the Leads section, you can organize your contacts using the Insights panel and tags.
Insights give you a quick visual overview of your leads based on specific attributes (such as verification status or sending status). Tags allow you to categorize leads and companies using custom labels so you can easily filter and manage them.
These tools help you quickly find the leads you want to work with.
What is the Insights panel?
The Insights panel gives you a visual overview of your leads, broken down by many attributes, such as Verification status, Country, etc. It appears as a collapsible sidebar on the right side of your Leads table and works for both your People and Company lists.
How to add a chart
You can add up to 10 charts simultaneously to the Insights panel.
In the Insights panel, click + Add a new chart.
Select the attribute you want to visualize.
The chart appears immediately in the panel.
You can choose from the following attributes: Confidence score, Country, Email, Full name, Industry, Job title, Last activity, Last contacted, LinkedIn URL, Phone number, Sending status, Source, Sync status, Twitter, and Website.
How to remove a chart
Click the ✕ on the chart you want to remove.
Configure how many options a chart displays
By default, each chart shows at least up to 5 options. Values beyond that are grouped into "Other". You can adjust this:
Click the ⚙️ icon on the chart you want to configure.
Update the Options to display number.
Click Save configuration.
Filter your leads from the Insights panel
Clicking on any segment in a chart filters your leads table to show only the leads matching that value. For example, clicking Valid in the Verification status chart will filter your list to show only leads with a valid email address.
To clear the filter, click the segment again or remove the filter from the filter bar at the top of the table.
Tag your leads and companies
Tags allow you to categorize leads and companies with custom labels.
You can use tags to:
Organize leads by campaign or project
Identify priority leads
Mark leads by industry, location, or workflow stage
You can add unlimited tags and use them to filter your leads later.
Make the Tags column visible
Before adding tags, make sure the Tags column is visible in your Leads table.
Go to Leads
Scroll to the far right of the table
Click the + (Add column) button
Check the Tags checkbox
Click Update
The Tags column will now appear in your Leads table.
Adding tags to a lead or company
Once the Tags column is visible, you can start tagging your leads.
Find the lead or company you want to tag in the Leads table.
Hover over the cell in the Tags column
Click + Add a tag
You can:
Select an existing tag
Create a new tag by entering a name
The tag will immediately appear in the Tags column.
💡 You can also bulk import tags, by importing a list of leads with a ‘Tags’ column. You can include multiple tags by separating them with commas.
Filter your leads or companies by tags
You can filter your leads using tags alone or in combination with other filters.
Method 1: Using the filters panel
Open the Filters
Select Tags
Choose one or more tags
Method 2: Filtering directly from the Tags column
Click the Tags column header
Select the tags you want to filter by
The Leads table will update to show only matching leads.
Edit your tags
You can update or remove tags at any time.
Click the three dots menu next to a tag
Choose one of the following:
Rename the tag
Change its color
Delete the tag
Changes will apply to all leads using that tag.
