The Lead Sheet is where discovered companies become real sales opportunities. It shows every company at the Lead lifecycle stage, prioritised by urgency so you know exactly what to act on first.
Accessing the Lead Sheet
Go to Discovery → Lead Sheet in the sidebar.
How companies get here
Companies appear on the Lead Sheet when they reach Lead stage, which happens when:
- A team member manually moves them to Lead from Discovery Companies
- A BDR agent’s outreach results in engagement and the company is promoted
The stats overview
At the top, you’ll see five key metrics:
Priority alerts
Each lead is assigned a priority based on its current state:
- Action required — something needs your attention now (a draft to review, an escalation to handle)
- Awaiting reply — outreach sent, waiting for the prospect to respond
- Dormant — no recent activity, may need re-engagement
Leads requiring action appear at the top of the list.
Handling drafts
When a BDR agent receives a response from a prospect and has the Draft Reply tool enabled, it writes a suggested response for your review. These appear under “Drafts to review”:
- Approve and send — send the draft as written
- Edit and send — modify the draft before sending
- Discard — reject the draft and handle it yourself
You can send a draft as the agent (keeping its persona) or as yourself (the prospect then talks to you directly). See Managing replies for the full detail.
Handling escalations
When an agent escalates a company, you’ll see the reason — the prospect replied with genuine interest or asked something that needs human judgement. Review the context and decide how to proceed. See Managing replies and taking over.
Taking over and holds
Two row-level actions let you steer a lead directly:
- Take over — step into a conversation yourself. The agent stops drafting and escalating on that thread and shows a Human Handling indicator; you can Hand back to agent at any time. (Replying to a prospect from your own mailbox does this automatically.)
- Mark Not Interested… — put a company on a timed hold (3, 6, 12 months, or custom) instead of writing it off. When the hold expires, the company automatically returns to outreach with a fresh approach.
Taking leads further
From the Lead Sheet, your next steps might be:
- Reply directly from your email
- Create a deal in the CRM for the company
- Assign to a team member for follow-up
- Import into CRM if not already imported
Check the Lead Sheet daily. Drafts and escalations are time-sensitive — the faster you respond, the better your conversion rate from lead to deal.
