Your threshold
ICP match holds two settings. Workspace threshold is the lowest score you want to see, for example ≥ 4: click Change to move it. It’s saved for upcoming leads. Score shows only the scores you pick, together or alone: it filters what you see, nothing is saved. A list shows all its leads, whatever the score.Filters
- Criteria: keep only the leads that meet, or miss, a criterion. Not met leaves out the leads we could not assess.
- Engagement: who engaged, how, where and when, all on the same engagement: Engaged (Any, Reacted or Commented), On posts by some of your profiles, When (the last 24 hours, 7 days or 30 days, All time, or Custom dates), and New people only to keep only people whose engagement was their very first with your tracked profiles.
- Status: Active is your working list, every lead but the discarded ones. No status yet keeps only the leads you haven’t handled yet: no status, and in no list. Contacted shows the leads that have a status, Replied and Customer the leads at that status. Discarded shows the leads discarded by you or by TIKT, and Screened out the people screened out by the scoring.
Saved views
A view keeps a set of filters under a name, so you come back to it in one click.- Save view, at the end of the filter chips, saves the filters you have on screen, their sort included. Name it, then Save: the view becomes a tab, next to All leads and your lists.
- Open the tab to apply its filters; its count shows while it is open. Changing the filters doesn’t change the view: to keep the change, open the tab’s menu and choose Update with current filters.
- The tab’s menu also has Rename and Delete view. A view holds no lead: deleting it loses nothing.
- A view belongs to your workspace: every member sees it and can change or delete it. A workspace keeps up to 10 views.
- A period such as Last 7 days keeps moving with time; Custom dates stay as they are.
view_id in the API — except a view that filters on a column of the table,
which stays in the console.
A lead
Click a lead to open its panel: the verdict and the reason for each of the five criteria, its company, the posts it engaged with, and its comments. Previous lead and Next lead move through your list without closing the panel. Its Actions:- Add to list: prepare a handoff to your tools. Create a list with New list…; a lead can be in several lists. To remove a list, open its menu and choose Delete list…: its leads stay in your workspace.
- Status (Set status on a row of the list): say where you stand with the lead: Sent, Invited, Connected, Replied or Customer, one at a time. The status and its date show under the lead’s name, and the lead leaves No status yet. Your tools can set it too, through the API.
- Discard: take it out of your working list. You can say why (Wrong job role, Wrong industry, Wrong location, Already a customer or Competitor) or choose Skip. Undo brings the lead back right away; later, find it under Status, Discarded, and click Restore. After a reason, TIKT offers the next step: adjust that criterion in your ICP, or add the company to your clients or competitors, so that none of its employees is charged again.
- Exclude this company: no employee of its company will be charged from now on, and the leads you already have from it are discarded too, unless you untick the box. You can undo the exclusion on the ICP page, under Leave out, and restore its leads under Status, Discarded.