Lead generation
The Lead generation section of the sidebar: Agents, which find and contact prospects, and Leads, the list of everyone not qualified yet.
Updated October 25, 2026 · 2 min read
The Lead generation section is where new prospects come from.
What the Lead generation sidebar section contains. Agents are Lead Scout agents that search for people matching your ideal customer, score them on fit and run their own outreach sequence. Leads is everyone you are prospecting but have not qualified. A lead becomes a person when you promote it or automatically when a meeting is set, and it stays on Leads with a Converted at date. Use it to find where prospects come from.
Transcript
Alex opens Lead generation, the section of the sidebar where new prospects come from. Agents are his Lead Scout agents, and each one searches for people who match his ideal customer, scores them on fit and runs its own outreach sequence. Leads is everyone he's prospecting but hasn't qualified yet. A lead becomes a person in the CRM when he promotes it, or automatically when a meeting is set, and it stays on the Leads list with a Converted at date, so its history is never lost.
Agents
Your Lead Scout agents. Each one searches for people who match your ideal customer, scores them on fit and runs its own outreach sequence. See Understanding Vetta agents.
Sidebar · AgentsLeads
Everyone you are prospecting but have not qualified yet. A lead becomes a person in your CRM when you promote it, or automatically when a meeting is set. It also stays on the Leads list with a Converted at date, so its history is never lost. See Understanding the Vetta data model.
Common questions
What's the difference between Agents and Leads?
When does a lead become a person in People?
When you promote it, or automatically when a meeting is set. See Leads and Understanding the Vetta data model.
Do promoted leads disappear from the Leads list?
No. They stay in Leads with a Converted at date, so their history is never lost. See Leads.
Where do I create a new agent?
Click Agents, then New agent at the top of the Agents page. See Agents and Understanding Vetta agents.
Key outcome
Agents fill the Leads list, and the leads that turn into real conversations move on to People.
Still stuck?
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