> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alvahq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Sheet

> Companies that have reached Lead stage — prioritised by what needs your attention.

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:

| Metric               | What it means                                                   |
| -------------------- | --------------------------------------------------------------- |
| **Total**            | Total companies at Lead stage                                   |
| **Action required**  | Companies needing your immediate attention                      |
| **Drafts to review** | Email replies drafted by a BDR agent, waiting for your approval |
| **Escalated**        | Companies flagged by an agent for human review                  |
| **Awaiting reply**   | Companies where outreach was sent but no response yet           |

## 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](/bdr-agents/managing-replies#reply-as-the-agent-or-as-yourself) 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](/bdr-agents/managing-replies).

## 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](/bdr-agents/managing-replies#not-interested-try-again-later) (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

<Tip>
  Check the Lead Sheet daily. Drafts and escalations are time-sensitive — the faster you respond, the better your conversion rate from lead to deal.
</Tip>