Leads are potential deals uman finds for you. uman monitors your accounts, spots what matters, and turns each signal into a clear, ready-to-act lead.
⚙️ How it works
uman watches your accounts. In the background, uman looks for changes and events at your accounts (such as news, growth, and other business signals) and matches them to your offerings.
Each lead comes ready to review. For every lead you get a short summary of the situation, a proposed solution, the expected benefits, and the offerings that fit, with the reasoning behind them.
You decide and act. Accept the leads worth pursuing, pick the right people to contact, and move them straight into outreach. Disqualify the ones that are not a fit.
Leads cover both new business and growth in accounts you already work with.
🚦 Lead statuses
New: Freshly found, waiting for your review.
Stale: A new lead you have not acted on for 30 days. uman flags it so it does not slip through the cracks.
Active: You or your team is working on it.
Meeting booked: It progressed to a scheduled sales meeting.
Disqualified: Not relevant.
🔍 Where you find your leads
Leads page (in the sidebar): the full list of your leads. Switch between My leads and All leads, and filter by Accounts, Offerings, Industries, and date. The chips at the top show how many leads sit in each status.
Homepage: the Leads card shows new leads on your accounts. Open one to review it, or select Review all leads.
Account page: each account shows its own New leads and Active leads.
📋 The Leads page
The table shows each lead's Title, Account, Status, Offerings, Owner, and when it was Created.
Use My leads / All leads to switch between the leads you own and every lead on your accounts, and use the Accounts, Offerings, Industries, and date filters to focus the list.
If you're an admin, you can export the All leads list to Excel with Export to Excel.
For a step-by-step guide, see Reviewing and acting on leads.