Last verified: October 6, 2026
What You Can Now Do
Context Memo now gives you a dedicated Leads view where you can see, filter, and manage leads with customizable columns, priority and status indicators, count tiles, and a detail drawer for inspecting individual lead records. Instead of treating lead follow-up as a separate task in a separate system, you open one screen and see the full set: who came in, how they're flagged, and what's still untouched. The decision this changes is triage. You can now sort a list by priority, open a record without losing your place, and decide who to contact next in the same session you reviewed your AI visibility data.
Where It Is in Context Memo
Leads is its own view in the main navigation. The screen opens with count tiles across the top for overview metrics, then the lead table below. Each row carries priority and status pills so you can read state at a glance. The column picker sits with the table controls, and clicking any row opens the detail drawer on the right side of the screen without navigating away from the list.
How to Use It
- Open Leads from the main navigation. The count tiles load first and give you the overview numbers for the current set before you touch a filter.
- Set your columns. Use the column picker to add the fields your team actually works from and remove the ones you don't. The table redraws with your selection, and that becomes your working layout for the view.
- Filter the list down to what you're triaging. Narrow by the attributes you care about, then read the priority and status pills on the remaining rows. High-priority rows are visually distinct, so the shortlist is apparent without reading every cell.
- Click a row to open the detail drawer. The drawer shows the full lead record alongside the list. You read the detail, close the drawer, and you're back in the same filtered position rather than at the top of an unfiltered table.
- Work the list in priority order. Move down the rows by priority pill, use the status pill to confirm what's already been handled, and leave the view when the queue is clear.
Why We Built It
Customers told us they could not see their leads in one organized place. Lead records existed, but there was no interface built for triage, so reviewing them meant navigating elsewhere or piecing the picture together from more than one place. That cost time on every pass, and worse, it meant priority got decided by whatever happened to be visible rather than by what the data said. A lead that deserved a same-day reply sat in a list nobody was reading in order. The Leads view removes that gap: one screen, one order of operations, one place to check state.
The broader logic is the same as the rest of the platform. We track how AI models describe and recommend your brand so you can act on it. Demand that arrives because a model put you in the answer deserves the same discipline as the visibility work that produced it. A dedicated view for that demand closes the loop between the scan and the follow-up.
What It Does Not Do Yet
This is a view for seeing and inspecting leads, not a full lifecycle system. A few limits worth knowing before you plan around it:
- It is not a CRM replacement. Context Memo does not replace HubSpot or your existing CRM, and we are not trying to. Those systems carry deal stages, activity history, sequences, and reporting that a view like this does not. Use the Leads view for triage and inspection, and keep your CRM as the system of record. Our HubSpot integration is the path for moving records into that system of record.
- Enrichment is not part of this release. The drawer shows the lead information Context Memo holds. If your team appends firmographic or intent data from another source, that still happens in the tool where that data lives.
- Bulk actions are not in this release. You work rows one at a time through the detail drawer. If your volume makes that impractical, route records to your CRM and action them in bulk there.
Column selections, filters, priority pills, and status pills are available now in the Leads view for all workspaces. If your team has a column set or a filter combination you expect to use every day, build it once and tell us what it is. The patterns we hear most often are the ones that get turned into defaults.