SaleIQHelp Center

Leads

Add, import, or let AI find people to coach and run outreach on.

Open Leads in the sidebar. This is your list of people and companies to reach.

There are four tabs:

  • My Leads — everyone already in SaleIQ.
  • Lead Copilot — pick a product; AI finds matching people and companies.
  • Find New Leads — search with your own filters, then import.
  • Lists — saved groups you can reuse in Auto Outreach.

Add leads yourself

On My Leads:

  • Add Lead — create one person.
  • Import file — upload a CSV.

You can switch list vs grid view and filter by people or companies, source, status, interest, fit, and owner.

Lead Copilot

Use this when you have a product and want SaleIQ to propose who to contact.

  1. Open Lead Copilot.
  2. Pick a product (or add one).
  3. Wait while SaleIQ builds search direction from the product’s ICP.
  4. Review the matches. Select people or companies, then Import & Enrich.

You can change product or edit the search if the results are off.

Find New Leads

Use this when you already know filters (company name, location, HQ).

  1. Open Find New Leads.
  2. Choose People or Companies.
  3. Add at least one filter, then search.
  4. Import selected rows. SaleIQ enriches contact data where it can. Rows already in your list are skipped.

Lists, coaching, and campaigns

On My Leads, select rows to:

  • Save as list or Add to list
  • Send to Auto Outreach
  • Open Coach on a row to start a 1-1 session

Interest (hot / warm / cold) is based on outreach activity. Fit is how well the lead matches your product.

Open a lead for contact data, company info, AI Enrich, and AI Coach.