# Sourcing > Learn how to preview sourcing results, unlock contacts, download them, and add them to a deal or pipeline. Source: https://www.lev.com/docs/learn/sourcing/sourcing-contacts Last updated: 2026-10-14 --- Sourcing lets you find contacts from criteria and review them in a results table in the chat. Open *Sourcing* in the left navigation, then describe who you want. The table previews rows while score, fit, and why now are still being written, then lets you unlock contacts and place them on a deal or a pipeline. Saved and unsaved filters keep a long result set workable. ## Previewing results {#previewing-results} The results table opens in the Sourcing chat as soon as the first rows are ready. While research is still running, the title starts with Preview, the subtitle reads Writing why now, fit, and score…, and the footer reads Scoring contacts…. A row that is still open shows Researching score in the Score column, and hovering the company shows Researching why now…. *Unlock N*, *Remove*, *Add to pipeline*, and *Add to campaign* stay available for the rows already on screen. *Add to pipeline* and *Add to campaign* act on unlocked rows. The table orders rows by score, highest first, including while later rows are still arriving. A row without a score stays at the bottom, and a tie keeps the order the rows arrived in. When the table completes, the title changes to Found and each row shows a Score. Hover the score to read fit, and hover the company to read why now. If more rows are still arriving, the subtitle reads Still researching and names how many of the expected rows are on screen, and the footer reads Researching up to the remaining count. A follow-up that fails keeps the rows already shown. ## Filtering results {#filtering-results} Filter tabs above the table split the same results into saved and unsaved contacts. - **Show every row** — Click *All*. - **Show saved contacts** — Click *Saved* for contacts that are already unlocked and in your CRM. - **Show unsaved contacts** — Click *Unsaved* for rows that are still locked. - **Select rows** — Use the row checkbox, or *Select all*. The table shows how many are selected. ## Unlocking contacts {#unlocking-contacts} Unlock writes the contact into your CRM and fills email and phone. How the value is chosen is covered in [how enrichment applies a value](/learn/enrichment/enriching-contacts#how-values-are-applied). - **Unlock the locked rows** — Click *Unlock N*. N is the number of locked rows. That label is used when no locked rows are selected and when every locked row is selected. - **Unlock a subset** — Select fewer than all of the locked rows, then click *Unlock N selected*. - **Watch the cells** — Empty *Email* and *Phone* cells read Enriching while values are applied, and further matches show as a + count that opens *Emails* or *Phone numbers*. - **Open the contact** — The name links to the contact once a CRM record exists, and an In CRM mark shows on rows already in your CRM. Unlock also saves fit and why now as notes on the contact and the company. ## Actions from the table {#actions-from-the-table} Unlocked contacts can be placed on a deal or a pipeline from the results table. You can also create the pipeline from that same action. ### Adding contacts to a deal {#adding-contacts-to-a-deal} Unlocked contacts can be placed on a deal from the Deals column or from the bulk action. - **Add one contact** — In Deals, click *Select deals* and choose the deal. - **Add the unlocked set** — Click *Add to deal*. A contact needs a company before it can be placed. With no rows selected, *Add to deal* includes every unlocked contact; a selection limits it to the unlocked contacts you checked. After the contact is on the deal, the toast action is *View outreach*. ### Adding contacts to a pipeline {#adding-contacts-to-a-pipeline} Unlocked contacts can join a pipeline you already have. - **Open the picker** — Click *Add to pipeline*, which includes every unlocked contact when no rows are selected. - **Choose a pipeline** — Select it in the list under *Search pipelines…*. ### Creating a pipeline {#creating-a-pipeline} Open *Add to pipeline* on the unlocked contacts when you need a pipeline that does not exist yet. Leads pipeline setup is covered in [Leads pipeline](/learn/pipeline/custom-pipelines#leads-pipeline). - **Start the pipeline** — Click *Create new pipeline*. - **Name it** — Enter a *Pipeline name*, then click *Create pipeline*. ### Downloading contacts {#downloading-contacts} Unlocked rows can be downloaded from the results table. - **Download the file** — Click *Download contacts*, then choose *CSV* or *Excel*. - **Limit the file** — With no rows selected, the file includes every unlocked contact. A selection limits it to the unlocked contacts you checked. ## Suggested next step {#suggested-next-step} After the contacts are ready, the chat offers one suggested next step under the table. The line reads: Your contacts are ready! Add them to a pipeline or launch a campaign with AI-drafted outreach that converts. Click *Create a campaign* to send that prompt in the same Sourcing chat. The suggestion disappears after you send it, and the contacts stay on the table. **[Campaigns](/learn/campaigns/running-campaigns)** — build and launch the campaign from that step. ## Sourcing leads panel {#sourcing-leads-panel} Sourcing opens an Apps panel beside the chat. The workspace tab reads *Sourcing leads*. When the chat has more than one app, each workspace gets a tab. A campaigns workspace is labeled *Campaigns*. *Open Artifact* and *Close Artifact* in the chat header show or hide the panel. A tab is marked Updated when that workspace changes while another tab is on screen. The app can post a step into the chat. *Create a campaign* is one of those steps, and the post waits while the agent is replying or waiting on an approval. Suggested next steps from the app show under the message they belong to, and they stay hidden while the agent is replying.