The Leads tab shows which people your source delivers, how they match your audience and who is excluded. This is where you take leads over into the agent.

**Contents**
- [Top of the tab](#top-of-the-tab)
- [How the agent checks](#how-the-agent-checks)
- [Matches, Does not match, Not checkable](#matches-does-not-match-not-checkable)
- [Exclusions and their reasons](#exclusions-and-their-reasons)
- [Take over leads](#take-over-leads)
- [Take over new leads automatically](#take-over-new-leads-automatically)
- [Next](#next)

## Top of the tab

At the top you see the **Source of this agent**, plus **Stock** and **New since last week**. The stock is the matching leads not taken over yet.

Below sits the card of the source. For existing contacts, for example, how many contacts are imported, how many are checked and when the next sync runs.

## How the agent checks

The agent checks every contact against your audience in two stages. It is a rule-based check, not a score.

1. **Preselection**: does the role in the headline match a contact person of your audience? A different function or no decision-making role drops out here.
2. Full check: position, industry, company size and region from the profile and company data.

If you change the audience, the agent checks the leads again. You then see for example "Target audience changed, 40 leads are being checked again".

## Matches, Does not match, Not checkable

Each contact gets one of these results in the **Audience check** column:

| Result | Meaning |
|---|---|
| **Matches** | The role matches and the industry is known. If only size or region are missing, it stays a match. |
| **Does not match** | Something clearly contradicts the audience, for example the position or the industry. The reason is shown. |
| **Not checkable** | Data is missing, for example no company data on the industry or "profile not retrievable". |
| **Preselection, being checked** | The headline matches, the full check is still running. |

At first the list only shows matching contacts. The buttons **Preselection**, **Not matching** and **Not checkable** add the other groups.

You can select contacts that match. Contacts that are not checkable you select one by one by hand if you want to contact them anyway.

![Check results, filters and exclusions above the list](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/terminagent/agent-leads-pruefung-en.png)

## Exclusions and their reasons

Above the list you see how many contacts are excluded and why, for example "300 contacts excluded: 250 in a running agent, 50 already in this agent". Possible reasons:

- **in a running agent**: another agent is already writing to this person.
- **already in this agent**: the person was in this agent before.
- **connected to** a colleague: the person is a first-degree contact of another profile in your team, but not of yours. Your colleague can message them directly. This applies to signal leads and new leads.
- **with a conversation in the last 90 days**: there was already a conversation in the last 90 days.
- **at customers**: the person works at a company that is already a customer.
- **on the blacklist** or **blocked**.
- **declined before**.

Excluded contacts do not appear in the list. Before the first message the agent also checks again whether a conversation is already running.

## Take over leads

You take over leads in three ways:

- **Take over all matching**: all contacts that match.
- **Take over selection**: the contacts you ticked.
- **Add to campaign**: a single contact, right in its row.

For the New leads source, the buttons say **All matching into the campaign** and **Into the campaign**.

Before taking over, inDeal asks and shows how many will be added. Each lead is checked once more. Anyone skipped is listed with the reason in the dialog. Some cases need a confirmation, for example an earlier decline, an open deal at the company or a 90-day waiting period since the last outreach. Only admins can confirm.

Leads you take over go into the CRM and into the agent. In a draft nothing is sent yet. **Continue to campaign** takes you to the next tab.

![The dialog for taking over contacts](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/terminagent/agent-leads-uebernehmen-en.png)

## Take over new leads automatically

Under **Take over new leads** you set what happens with new matching leads:

- **After approval**: they appear as suggestions at the top of the table. You take them over one by one or all at once.
- **Autopilot**: they go straight into the campaign. Leads that need a decision (waiting period, earlier rejection, open deal) stay suggestions.

## Next

- [The Campaign tab](https://success.indeal.ai/hc/indeal/articles/the-campaign-tab)
- [Appointment agent FAQ](https://success.indeal.ai/hc/indeal/articles/appointment-agent-faq)