OSPRY Docs

Tagging

Top leads

Who this is for: Owners and admins set them up; everyone can view · Where: Portal -> Score -> Top Leads (/top-leads)

What this does

Top leads lets you tell OSPRY who your best-fit visitors are. Anyone who matches a filter is tagged automatically (you see a "top lead" tag in the feeds) and routed to the tools you connect.

Steps

  1. Open Score -> Top Leads.
  2. Click Set up (first time) or New rule.
  3. In the dialog:
    • Filter name: a label, shown as the tag on every matching visitor (for example, "Enterprise ICP").
    • Criteria: define your best-fit characteristics. Available dimensions include company revenue, company size, seniority, department, category, and geography (countries).
    • Destinations (optional): pick connected integrations to route matching visitors to.
  4. Click Create filter (or Save changes when editing).
  5. Matching visitors are tagged and pushed to the connected destinations automatically.

the Top leads page with no rules yet, the empty-state card explaining "Top leads filtering is empty" and a "Set up" button (owner/admin only).

the New Top Lead dialog with the Filter name input, the Criteria builder (revenue, size, seniority, department, category, country), the Destinations picker, and the Create filter button.

Tips & FAQs

  • Owners and admins only for editing. Members can view existing filters; they see a prompt to ask an owner or admin to set one up.
  • The name becomes the tag. Choose a clear filter name; it appears on every matching visitor card and profile.
  • Destinations are optional. A filter can simply tag visitors, or it can also route them. Connect tools first on the Integrations page if you want routing. See Connecting an integration.
  • Deliver scope. On an integration, you can choose to deliver "Top leads only" so a destination only receives visitors matched by a Top Leads filter.
  • Edit any time. Use the edit control on a rule row to change its criteria or destinations.