Leads & Sales module - Overview
The Leads module (sidebar → Leads, route #/leads) is an elite B2B prospecting and sales desk. The agent hunts companies and decision-makers from open web sources, detects buying signals, qualifies and enriches every lead, builds the outreach, and formats everything for your CRM - with a source URL on every datum.
How it works
- Open Leads in the sidebar.
- (Optional) Type a brief at the top: your ICP, product, territory, target volume. It is attached to every action.
- Pick an action card in one of the four groups - Find, Qualify, Outreach, Pipeline (see Actions).
- The chat opens and
/leadsis sent automatically with the action's specification and your brief. - The agent researches, builds the deliverable (CSV or table saved to the workspace), and ends with the best-fit leads and suggested next moves.
Direct usage in any chat:
/leads find 30 HR-tech SaaS companies in France, 50-200 employees, with their heads of people
/leads scan buying signals on the attached account list
The /leads command
| Command | /leads [icp|company|brief] |
| Lifecycle | Agent workflow (runs a full agent turn) |
| Skills preloaded | lead-prospector, buying-signals, lead-generation, lead-qualification, account-research, entity-research, outreach-sequencer, cold-email-writer, customer-persona-builder, pipeline-analyst |
| Output | Sourced lead lists (CSV/markdown), signal dashboards, outreach sequences, account sheets - saved in the workspace |
What the agent can search
| Target | Sources used |
|---|---|
| Companies | Directories, official registries (OpenCorporates, Pappers, Companies House…), award lists, competitor ecosystems, event exhibitor lists |
| People | Public profiles, team/leadership pages, press quotes, conference bios, article bylines, patents, GitHub orgs |
| Jobs | Careers pages and job boards - postings reveal stack, projects, and pains verbatim |
| Signals | Funding news, hiring sprees, leadership changes, expansions, tech changes, regulation deadlines |
| Contact context | Published emails and patterns, official switchboards, social profiles - with confidence levels |
Data rules (what makes it trustworthy)
- Every datum is sourced: URL + collection date per field.
- Nothing invented: unverified fields are marked
unverified; email patterns carry a confidence level, never presented as verified addresses. - Public sources only: no login-walled scraping, robots and terms respected.
- Deduplicated: same domain = same company; quality beats volume.
Continuous prospecting
Combine with Navin's autonomy features:
/goal watch for new funding rounds in French fintech and build a lead sheet weekly- a sustained goal.- Cron jobs for scheduled signal scans and pipeline reviews.
crm-update-agentskill to push results into HubSpot/Salesforce when configured.
Tips
- Feed it your best customers: "here are our 5 best clients, find 50 lookalikes".
- Chain the groups in one chat: ICP → company search → people search → signals → sequence.
- Ask for the CRM export last - it consolidates everything collected in the session.