Fintalent OSW
Fintalent OSW — Guides
Companion docs for the Outreach & Sales Workspace. Pick one to open.
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SDR Guideline by task-flow
Every screen an SDR actually touches, step by step — log in, find a contact, manage & classify, send 1:1, read & answer replies, follow up, WhatsApp/LinkedIn, and a full filter guide (with before→after demos).
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SDR Guideline tree menu · draft
The same guide, same words, menu rebuilt as a tree: four things a leader asks
about — email & replies · a call in the diary · a campaign · a marketing email — each split into its
phases, every edge case moved under the step it belongs to, and P0 reserved for what actually blocks
you. Body untouched; only the left menu changed.
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Full Guideline Admin · Ops · SDR
The complete playbook: Admin account & contact setup, Ops list-building, add-to-list & SDR assignment, plus all SDR flows kept in sync with the task-flow guide.
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Full Guideline tree menu · draft
The same playbook, same words, menu rebuilt as a tree: seven things
someone actually asks for — before anyone can work · get the right people to an SDR · reach out
and handle the answer · send to many · keep talent stocked · run a project to the money · look
something up. Grouped by the work rather than by who does it, every edge case moved under the
step it belongs to, and P0 kept for what actually blocks you. Body untouched.
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Tech Reference index v3
Engineering view: end-to-end motion, lifecycle state machine, GraphQL operation catalog, per-flow implementation status (done except KAM hand-off), the filter model, and diagrams.
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