What Are Leads in CustomerOS?
In CustomerOS, leads are companies — not individuals.A lead is a company that:
- Has been matched against your Ideal Customer Profile (ICP)
- Shows intent or engagement signals across your channels
- Is exposed to you as a sales opportunity within your workspace
Key Attributes of a Lead
Each lead in CustomerOS includes:-
Company Profile
Firmographic and technographic data (industry, size, tech stack, revenue) enriched from the global company graph. -
ICP Fit Score
A dynamic measure of how closely the company aligns to your Ideal Customer Profile. -
Journey Stage
Current stage in the Buyer’s Journey: Target, Education, Solution, Evaluation, or Ready to Buy. -
Touchpoints
Logged interactions across ads, website, email, or meetings that show how the company is engaging. -
Lead Briefs & Research
Automatically generated summaries of company context, market positioning, and recent activity. -
Contacts
Key people at the company relevant to your sales motion (decision makers, influencers, champions).
Why Leads Matter
- Single source of truth: All sales, marketing, and research activities are tied back to the lead.
- ICP-first approach: You’ll only see companies that match or nearly match your ICP — no wasted cycles on noise.
- Continuously refreshed: Because leads are linked to the CustomerOS company graph, research and insights stay current.
- Action-ready: Every lead is assigned a stage, with clear signals on what’s required to progress them.
Working with Leads
- View & Prioritize → See all active leads in your workspace, ranked by ICP fit and journey stage.
- Research → Use lead briefs to prepare for outreach with contextually relevant insights.
- Engage → Trigger outreach sequences or Slack notifications when leads progress stages.
- Collaborate → Share notes, assign owners, and coordinate with your team in real-time.
Next Steps
- Explore Touchpoints to see how CustomerOS measures engagement quality.
- Learn how Briefs give you ready-made research for every lead.
- See how Contacts connect decision-makers to leads.