Lead Overview
Leads are the core asset in Z360 GTM Hub. A lead represents a potential customer contact captured from ZoomInfo.
Accessing Leads
Click Leads in the sidebar to view all captured leads.
The Leads Table
The leads table shows all your captured contacts with key information:
Person Information
- Name (with favorite star)
- Job title
- Company
- Contact icons (email, phone, LinkedIn)
- Location
- About/bio
Company Information
- Company name
- Website
- Industry
- Employee count
- Revenue range
Tracking Fields
- Status badge
- Campaign
- Captured by
- Capture date
Key Table Features
| Feature | How to Use |
|---|---|
| Sort | Click column headers |
| Search | Type in search box |
| Filter | Use filter dropdowns |
| Select | Click checkboxes |
| Actions | Click three-dot menu |
Quick Actions
From any lead row:
- Click name - View lead details
- Click star - Toggle favorite
- Click contact icons - Copy email/phone/LinkedIn
- Click three-dot menu - More actions
Lead Sources
Leads come from:
- Chrome Extension - Manual capture from ZoomInfo
- AI Prospecting - Automated discovery
- Import - CSV upload (admin feature)
What’s Next
- Lead Lifecycle - Understand lead statuses
- Searching & Filtering - Find leads efficiently
- Bulk Actions - Work with multiple leads