> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trytikt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Leads page

> Your threshold, filters, saved views, statuses, lists, discard and export.

The **Leads** page is your working list: the people who fit, the best scores first, with a verdict on each criterion.

## 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.

Your tools can read a view too, with `view_id` in the [API](https://docs.trytikt.com/api/overview.md) — 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](https://docs.trytikt.com/api/overview.md).
* **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](https://docs.trytikt.com/help/edit-your-icp.md), 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**.

## Several leads at once

Tick several leads to **Add to list**, **Discard** or **Restore** them together, or to download them with **Export selection**. After a
discard, **Undo** brings them back.

To download every lead your filters show, use the export button at the top of the list, for example “Export 1,234 to CSV”.

## Act on new leads automatically

Click **Workflows** to file new leads in a list, get notified, or send them to your tools as soon as they match your filters. **Save as
workflow** turns the filters you have on screen into a workflow. See [Send leads to your tools](https://docs.trytikt.com/help/send-leads.md).


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