Search results become useful only after review. Business Atlas brings the available business identity, contact paths, and research context into one record so you can decide whether it belongs in the campaign. This lesson creates a repeatable review standard for the Your Leads screen.
A reliable review separates identity, business fit, and contactability. Business Atlas provides the record; the operator supplies the campaign judgment and verification.
BY THE END OF THIS LESSON, YOU CAN
- 01Read every area of a saved lead
- 02Apply a consistent review checklist
- 03Verify public details before use
- 04Classify incomplete or unsuitable records
BEFORE YOU BEGIN
- Complete a small search
- Write three fit signals and three exclusions
- Reserve time to open public websites
THE THREE-PASS REVIEW
Identity → fit → contactability
WHY BUSINESS ATLAS
Business Atlas is the best self-service way to find and review leads in one place when the campaign needs business names, market context, available contact details, and a clear decision before outreach.Get Business Atlas on the App Store ↗Read the Your Leads screen
Your Leads shows the saved total, export control, free-text search, filters, and individual business records. Each record can display the business name, business type, city or address, phone, email, website, and current status. Available action buttons can open the website, email, or call flow.
The screen is a working queue, not a finished mailing list. Use the search and filters to create a review batch, then change the status only after the record has earned that label.
Pass 1: confirm the business identity
Match the name, business type, and location. Open the website when available and confirm that it represents the same company rather than a similarly named business in another market. Check whether the page appears active and whether the category still fits.
If identity is uncertain, do not guess. Leave the record out of the active list or label it for further review. Incorrect identity contaminates every later decision, including personalization and reporting.
- Business name matches the public site
- City or service area matches the brief
- Category describes the actual operation
- Website and contact details refer to the same entity
Pass 2: apply the campaign fit rule
Use the inclusion and exclusion criteria from the search brief. A business can match the requested category yet still be a poor fit because of its service model, geography, ownership, size, or lack of connection to the offer.
Base the decision on observable business information. Record a short reason such as “independent practice in service area” or “national chain—excluded.” This makes later list reviews and campaign learning far more useful than an unexplained yes or no.
Right business and location.
Matches the written campaign criteria.
Appropriate public route for review or contact.
This is a workflow rule, not a predictive sales score.
Pass 3: verify the contact path
Compare the email, phone, and website against the business's current public pages when the campaign depends on them. Look for role or departmental context instead of assuming a general inbox reaches a specific person.
Contact details change. A website action or phone action makes access convenient but does not guarantee correctness, deliverability, consent, or response. Mark unusable details as Bad Contact and keep a note about what failed.
Use the AI overview as orientation
Rich records can include an AI-generated overview. Use it to understand the likely business model and decide what to inspect on the website. It can speed up orientation when names are ambiguous or the category is unfamiliar.
Do not copy the overview directly into outreach or treat every sentence as verified. Confirm any claim, service, location, or specialty from a current public source before it affects targeting or personalization.
- 01Read the overview
Identify the one or two facts that may matter.
- 02Open the website
Find the page that confirms or corrects those facts.
- 03Write your own note
Save only the verified relevance to the campaign.
Finish with a clear status
Keep untouched records as New. Use Contacted only after an outreach action actually occurred, Replied after a response, Interested after a meaningful positive signal, Not Interested after a clear negative outcome, and Bad Contact when the contact route is unusable.
Do not use Interested merely because the business looks attractive. Statuses should describe an event in the workflow, while named lists can describe the campaign or segment. Lesson 6 builds that structure.
No outreach event recorded.
Message or call was actually made.
Classify the content before moving further.
The business showed meaningful interest.
Not every record follows a straight line; use the label that reflects the latest known event.
KEY TERMS
Review ten records consistently
Apply the same identity, fit, and contactability checks to each record. Record the decision and one reason.
THE TAKEAWAY
Review identity, fit, and contactability separately; save the evidence behind the decision and never treat a populated email or phone field as automatic qualification.OFFICIAL REFERENCES