Getting started with LeadFlow

LeadFlow is a capture → Discover → score → follow-up workspace. It captures leads via import, Discover, or one embeddable form on your site (Business), tracks them through a visual pipeline, and (on Pro/Business) flags 70+ as hot and sequences follow-up with email drips and tasks. Playbooks are on every plan. This guide walks through the first steps every new account should take.

How do you create an account and sign in?

1. 1Click Start free in the top-right corner of the homepage (or head straight to the Sign up view).
2. 2Enter your name and email and choose a password — at least 6 characters.
3. 3You are signed in immediately and land on the Dashboard. A welcome email is accepted by Resend if email is configured — not a confirmation gate.
4. 4Every account starts on the Free plan ($0 — 100 leads, 2 Discover searches, 1 Presence Audit).

What does the dashboard show?

The Dashboard shows four KPI cards — total leads, won deals, pipeline value, and average lead score (0 on Free until Pro scoring recalculates) — plus a leads-over-time area chart, a status breakdown, and a source distribution. Every number comes from the leads you've added, so a fresh account starts at zero until you add data.

Use the left sidebar (or the Product menu in the public header) to move between views. The full set is covered by the other tutorials on this page, and the command palette (Ctrl/⌘ + K) jumps to a page, filters loaded leads, or runs a workspace command (navigate, add a lead, create a task). Discover/audit commands open the view — they do not run the search.

How do you load demo data?

If you'd rather explore with realistic data before adding your own, open Settings → Data and click Load demo data. This seeds 48 sample leads and 5 campaigns across the pipeline, so every view has real-looking content to experiment with.

• Seed only runs on an empty account. If you already have leads, the API returns 409 and existing rows stay untouched — the button is not disabled in the UI.
• It's sandbox data: safe to drag, delete, or re-score without affecting real records.
• To clear everything afterward, use Delete all data on the same Data tab (see the Settings & security tutorial). That empties the workspace; it does not delete the account.

What is the onboarding checklist?

The Dashboard shows an onboarding checklist with five steps, each linking to the right view: add your first lead, Discover by city and type, move a lead on the pipeline, create a campaign, and enable capture widgets. Checks are heuristics (lead count, campaign count, capture enabled) — Discover completes when you have 3+ leads, and pipeline completes as soon as you have 1 lead. You can dismiss it.

What should you do next?

1. 1Add and manage leads — the core of everything else.
2. 2Import leads from a CSV to get your existing list in fast.
3. 3Set up your pipeline stages so new leads land where you want them.
4. 4Configure lead scoring on Pro/Business so pipeline cards flag 70+ as hot.
5. 5Explore Discover — public-web search and presence audits.