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The Lead generation section
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.
Read the article: Lead generation