Fintalent OSW
Fintalent OSW — Guides
Three 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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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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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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