Managing Leads

Every person Obert discovers, imports, or enriches ends up in your lead database. It's the single source of truth for all your prospecting data.

What's in a lead profile

Each lead has:

• LinkedIn profile — name, headline, location, profile picture
• Employment history — current and past positions, linked to company accounts
• ICP score — how well they match your target criteria (scored per list)
• Approval status — pending, approved, or rejected
• Activity timeline — every interaction: signal discovery, campaign enrollment, messages sent, replies received
• List memberships — which lists they belong to
• Campaign status — which campaigns they're enrolled in and their progress

Typical workflow

1. Leads arrive from signals, imports, or manual addition.
2. You review and approve them in the Pending Approval view.
3. You organize approved leads into lists.
4. You enroll lists into campaigns for outreach.
5. You track responses and engagement in lead profiles and the inbox.

• Browse & Filter — search, filter, sort, and group your leads.
• Approve Leads — review and approve pending leads.
• Import Leads — bring in leads from CSV, LinkedIn, or Sales Nav.
• ICP Scoring — understand how lead scoring works.