Lead Hub — Find People and Upload Lists

Find Leads (B2B search) and Upload (CSV/XLSX), filters, Add to Project, mapping dialogs, and templates.

Lead Hub — Find People and Upload Lists

The Lead Hub is your one-stop shop for bringing prospects into your projects. Two modes:

  1. Find Leads — search for new people or companies via the B2B discovery backend.
  2. Upload — bring your own CSV or XLSX of leads and add them to a project.

Where to Find It

Sidebar → Leads → Lead Hub, or the URL /lead-hub. The page has two tabs at the top: Find Leads and Upload.

Lead Hub interface showing Find Leads search with filters and results table

Find Leads Tab

The search interface has three areas:

  • Top bar — mode toggle (People / Companies), search button, result count.
  • Left panel — dynamic filters (industry, location, title, company size, etc.).
  • Main panel — paginated results table.

Filters

Filters are loaded dynamically from the discovery backend. The shape depends on the mode:

Results Table

The result table is paginated. Each row has:

  • A checkbox (for bulk select)
  • A name (or company name)
  • Key fields (title, company, location, etc.)
  • An actions menu (View, Add to project, Copy email)

Adding to a Project

When you have rows selected, click Add To. A dropdown appears:

  1. Pick a Space from your list.
  2. Pick a Project within that space.
  3. Click Add.

The selected leads are added as Customers in the chosen project. They appear in:

  • The project's Customers tab in the side panel
  • The /spaces/customers page (filtered to that project)
  • The worker's memory for that project (so it can reference them in chat)

The worker can do this for you. In chat: "Find 10 marketing directors at SaaS companies in London and add them to my Q4 outreach project." The worker drives the same UI flow programmatically.

Background Refresh & Caching

The Find Leads panel auto-refreshes results every 5 seconds while you have it open (to keep the data fresh). It also caches the last request in localStorage so reloading the page doesn't lose your filters and results.

A small "Last refreshed" timestamp appears at the top of the table.

CSV Download

Click the Download CSV icon (top right of the table) to export the current result set to a CSV file. The CSV includes the columns you see plus any hidden detail columns.

Why? Common workflow: search → export → import into another tool (your CRM, a spreadsheet, etc.).

Upload Tab

Switch to the Upload tab to bring your own leads. Supported formats:

  • CSV (.csv)
  • Excel (.xlsx, .xls)

The Upload Mapping Dialog

The dialog has three sections:

After Mapping

Once the mapping is set:

  1. Click Continue.
  2. The system validates: required fields are mapped, at least one row has data.
  3. You can preview the first 5 mapped rows in a confirmation step.
  4. Pick the Space and Project to add the leads to (same flow as Find Leads → Add To).
  5. Click Add to project.

The leads are added as Customers in the chosen project.

Lead State Machine

Behind the scenes, each lead goes through several states:

discovered → (selected) → (added to project) → (in project customer list)
  • discovered — found by a search.
  • selected — checked by the user.
  • added — saved to a project's customers.

The selection and project-add steps are separate. You can select rows, then add some later, and re-find the same leads without re-searching (the panel caches them in localStorage).

Refresh Behavior

  • The Find Leads panel auto-refreshes every 5 seconds while open. The result count and timestamps update in place.
  • The Upload tab does not auto-refresh.
  • Filters are debounced 300ms before triggering a request.

When the Provider is Down

If the ReachStream B2B provider is unavailable, the Find Leads panel shows an error banner:

  • "We're having trouble reaching the discovery service. Try again in a moment."
  • A Retry button.

The Upload tab is unaffected (it's local file processing).

Connecting ReachStream

ReachStream powers the B2B discovery backend. To connect it:

  1. Go to Settings → Integrations → ReachStream
  2. Click Connect or Add API Key
  3. Copy your ReachStream API key from your ReachStream account
  4. Paste the API key into the integration field
  5. Click Save

Once connected, the Find Leads tab will use your ReachStream account for B2B searches. You can verify the connection status in Settings → Integrations — it will show Connected with a green indicator.

If you don't have a ReachStream API key yet, sign up at reachstream.com and generate one from your account dashboard.

Frequently Asked Questions

Q: How fresh is the B2B data? A: ReachStream operates on a roughly 45-day refresh cycle using a 7-step verification process to validate and update its database. Previously downloaded records also receive free automatic contact updates every three months to help keep your prospect lists accurate.

Q: Can I export a CSV of just the selected leads? A: Yes — the CSV download includes only the currently selected rows if you have any selected.

Q: How many leads can I add to a project at once? A: There's no hard limit. Adding thousands is supported; the UI shows a progress indicator.

Q: Can I undo an Add To? A: Not directly. Open the project's Customers tab and remove the rows manually. The worker can also do this in chat: "Remove the last 5 customers I added."

Q: What happens to leads I don't select? A: They're discarded when you navigate away from the panel (unless cached in localStorage). They are not saved to any project.

Q: Can I save a search to re-run later? A: Not in the current UI. You can ask the worker to remember a search and re-run it on demand.

Q: Does Find Leads cost AI credits? A: No. Searches don't consume AI credits. Only the worker using the search in chat consumes credits.

Q: Is there a per-month lead-search limit? A: No hard cap, but abusive usage (thousands of searches/hour) may be rate-limited at the edge.