Fintalent OSW - SDR Guideline
Every page is one job you actually do. Each flow keeps the core steps to the shortest happy path (each step with its own screenshot); anything optional or unusual sits in Edge cases at the end (also detailed). Everything is what an SDR login really sees.
Flow 1 · Log in & find your workspace
Goal (core): get signed in, see your workspace, and know what each menu item is for. That's the whole job — account settings, signature, password, log out all live in Edge cases.
1.1 · Log in
- Open
admin.fintalent.io. If you're not signed in, the login screen appears — Email · Password · Log In.
1.1 — the login screen: just Email, Password, Log In. - Type the Email and Password the Admin gave you → click Log In.
1.2 · Your workspace
- Log In drops you on Campaigns — your workspace inside Sales Management. Move around with the left menu (8 items); your account card is bottom-left. No Contacts/Companies pages — your lists and Inbox are the entry points.
1.2 — where Log In lands you: the Campaigns page, with the Sales Management menu on the left.
Here's what each menu item is for:
| Menu | What you do here | What you can't |
|---|---|---|
| Segments (Lists) | Open the lists assigned to you and work the members — Flows 2–7. | Can't create a list, assign, or add/remove members — Ops owns that. |
| Inbox | Read replies and reply in-thread — Flow 5. | It's a reply queue — nothing to "create". |
| Meetings | — | — |
| Message Templates | Full create / edit / delete — use & build in Flow 4.x.1. | — |
| Snippets | Full create / edit / delete — use & build in Flow 4.x.2. | — |
| Documents | Full create / edit / delete — the 🗂 file library — Flow 4.x.3. | — |
| Campaigns | View / build multi-step campaigns — Flow 8. | Can't add people — Ops loads the audience. |
| Marketing Emails | View / build a single-blast email — Flow 9. | Can't add people — Ops loads the audience. |
1.x · Edge cases
- Already signed in. Opening the address again skips the login screen and drops you straight back into your workspace — no need to log in again. Your session lasts until you log out (1.x.6).
- Forgot / need to change your password. There's no self-serve reset — contact the Admin and they'll help you reset it.
- Where I can open my account? Your account card is at the bottom-left of the sidebar (avatar · name · email). Click your name/avatar to open Update Admin Information — where you view your account info (read-only for you); log out from the account card's control (1.x.6).
1.x.3 — the account card (avatar · name · email); click your name to open settings. - View your profile info. On General Setting you can see your First name · Last name · Phone number · Avatar (and Email · Roles). You can't change these yourself — to update your name, phone, or avatar, contact your Admin.
1.x.4 — General Setting: view your name · phone · avatar · Email · Roles (read-only — Admin updates these). - Your email signature. Why it matters: your signature is the sign-off block (name · title · company · phone · booking link) that gets added automatically to the bottom of every email you send — so every message looks consistent and professional and the prospect always knows who you are and how to reach or book you. On the Email Configuration tab you can view your current Signature, Sender Name, and default attachments. You can't edit these yourself — to set or change your signature, contact your Admin.
1.x.5 — Email Configuration: Signature, Sender Name, default attachments (view-only for you). 
1.x.5 — the payoff: your signature is added automatically to the bottom of every new email you compose — no retyping. - Log out. Use the log-out control on your account card (bottom-left: avatar · name · email) to end the session.
Flow 2 · Find a target contact
Goal (core): open the list Ops gave you → view the contacts → pick one and read it, ready to work. Filtering, searching and seeing other owners are in Edge cases.
2.1 · Open your assigned list
- In the left menu click Segments (Lists) (the first item under Sales Management) → the page shows only the lists assigned to you, with member counts & created date. Empty page → no assignment yet, ask Ops. Your list is fixed — you can't add/remove members.
2.1 — the lists assigned to you. Click one to open it.
2.2 · View the contacts
- Inside the list you get the members table (the default Simple view): Title · Account (name) · Country · City · Lifecycle Stage · Signals · Last Contact ↓ (sortable) · Action icons (✉ · WhatsApp · LinkedIn). "Showing 0 of N" just means it's still loading.
2.2 — the members table: Title · Account · Country · City · Lifecycle · Signals · Last Contact · Actions.
2.3 · Pick & read a contact
- Click the Account (name) or the Title → the profile drawer opens: action bar Send email · WhatsApp · LinkedIn; facts (Phone · Location · LinkedIn · Experience · Lifecycle · Labels); collapsible Work Experience · Education · Certificates; the Conversations rail on the right edge.
2.3 — the profile drawer opens over the list: everything you need to decide and personalize. - Open Work Experience (the number = how many roles) for their real role, firm and dates — your personalization goldmine.
2.4 — Work Experience expanded: roles + companies + dates. - Check Signals — a fresh reason to reach out. The Signals column has two kinds, and knowing which is which tells you how to open the conversation:
- ⚡ Signal (news) — a recent event at the company (a fund launch, an acquisition, a live auction, e.g. "BauWatch ticks live…", "Wafra launches fund…"). This is the type that can draft an email for you — see Flow 4 · Way 4.
- 💼 Job (title / role change) — a person-level change such as a new title or role (e.g. "Associate Partner – M&A…"). Good context for a personal note, but it does not pre-draft an email.
2.5 — the two signal types: ⚡ Signal = company news (red), 💼 Job = title/role change (blue). 
2.5 — click a signal → its detail opens: headline · source · date, plus Use this email content to reply / Copy email — EN / DE (⚡ Signal only). 
2.5 — "+N" clicked: every signal for the contact, each with its age.
2.x · Edge cases
- Filter by Lifecycles. Click Lifecycles → every value has a ✓ and an ✕:
- ✓ include = keep only contacts at that stage (show them, hide the rest).
- ✕ exclude = hide contacts at that stage (drop them, keep the rest).
- Several ✓ together = OR — a contact matches if it's at any ticked stage.
2.x.1 — Lifecycles filter: ✓/✕ per value, Has/No radios, Paste list. - Keyword search. The box over the table searches names, titles, companies, and keeps recent searches. Search + Lifecycles combine.
2.x.2 — keyword search over names, titles, companies. - "Held by teammates" — check before you email.
Why: so two reps don't work the same company at once. If a firm already has someone at Interested or higher (Interested · Call Scheduled · Platform Sign Up · In Project · Project Completed), a teammate probably has a live deal there — emailing a different person makes the firm hear two Fintalent voices and can hurt that deal.
How: open your list → expand the company rail (») → click a company (①). The table then splits in two:- White rows = yours — contacts in your list; work them normally (never shown twice).
- Gray rows = held by a teammate — not in your list but in a teammate's at a hot stage; a "N held by teammates" pill shows the count (②). Don't email them — hover the ⚠ to see who holds whom, then align with that teammate first.
2.x.3 · step — the left company rail is collapsed to logos only by default; click the » toggle at its top to expand it. 
2.x.3 · result — ① pick a company → ② the "N held by teammates" pill + gray rows (Case 2). - View a company's detail. In the left rail, click the company name → its detail drawer opens on the right with the firm's profile: a short description, plus Alias names · Industry · Website · Location · LinkedIn · Email domains · Parent, and a Lists · Add to list control. Use it to sanity-check the firm before working its people.
2.x.4 — click the company name in the left rail → the company detail drawer (Industry · Website · Location · LinkedIn · Email domains · Parent). - Sort by Country / City / Last Contact. Country, City and Last Contact are sortable columns — click the header to sort (click once = A→Z / oldest→newest, click again = reverse; empty values group first). Sort by Country / City to work one geography at a time; sort by Last Contact to surface who's gone quiet (feeds Flow 6).
2.x.5 — click Country · City · Last Contact headers to sort. - Filter the company rail. When the rail is expanded it has its own bar with two filters (plus 🔍 search):
- Lifecycle — keep firms at a company-stage (e.g. Platform Sign Up · In Conversation).
- Has signal — only firms with a fresh signal (news) — the best ones to open with.
2.x.6 — the company rail's two filters: Lifecycle · Has signal (+ 🔍 search).
Flow 3 · Manage contact info
Goal: keep a contact accurate and correctly labelled — its lifecycle and its facts, all edited in one place: the contact detail drawer.
3.1 · Open assigned list
- Open Segments (Lists) in the left menu → your assigned lists.
3.1.1 — your assigned lists; click one to open it. - Open your list → the list detail (your contact list / members table).
3.1.2 — the list detail: your contacts.
3.2 · Open contact
- Click the contact you want to manage → its detail drawer opens on the right — everything below is editable here.
3.2.1 — the contact detail drawer.
3.3 · Edit the fields — all inline NEW
In the drawer, click a value → edit → confirm ✓ (or ✕ to cancel). The editable fields:
- Lifecycle — click the Lifecycle Stage chip → pick a label. This is the most important field: it tells the whole team the real state (label guide below).
3.3.1 — the lifecycle dropdown open on a contact. - Phone — click "Add phone" → a country-code picker (🇩🇪 +49 …) + number field appear inline.
3.3.2 — "Add phone" → inline editor with country-code picker + ✓/✕. - Location — click it → Country + City dropdowns appear inline.
3.3.3 — Location clicked → Country + City dropdowns inline. - LinkedIn (must be a valid LinkedIn URL) and Labels also edit inline. Experience is read-only (derived from Work Experience, shown in yrs).
Lifecycle label guide — what to pick after reading a reply:
| Label | When they say… | Then you… |
|---|---|---|
| Interested ✅ | "I'm interested / call me" | Hand off to a KAM per team process |
| Not Now 🥶 | "Ask next quarter" (incl. out-of-office auto-reply) | Leave; re-warm later |
| Email Updated 🥶 | "New address" | Update the email → resend |
| Not Interested 🆘 | "Not interested" | Stop emailing |
| Opted Out 🆘 | "Stop emailing me" | Stop emailing immediately (GDPR) |
| Do Not Contact 🆘 | No contact, any channel | Stop all contact immediately (GDPR) |
| Left The Company 🆘 | "They've left" | Ask Ops for the replacement |
The dropdown holds 14 stages: Prospect · In Conversation · Interested · Not Now · Opted Out · Email Updated · Do Not Contact · Left The Company · Not Interested · No Categories · Call Scheduled · Platform Sign Up · In Project · Project Completed. Locked: if a contact is already at Platform Sign Up / In Project / Project Completed the chip is read-only — leave it. The red labels (Opted Out / Do Not Contact) show as a red chip the whole team sees; the system warns but doesn't block sending, so you are the final safeguard.
Flow 4 · Send a 1:1 email
Goal: send one personal email to one person. There are 4 ways to open the compose window — each shown step-by-step below. They all end at the same compose window (4.2).
4.1 · Four ways into compose
4.1.1Way 1 — From the list row (fastest)
- Segments (Lists) → open your list → find the contact's row.
- In the Action column (right side) click the ✉ icon → compose opens for that contact, without leaving the list.
Way 1 — the ✉ icon in the row's Action column (far right).
4.1.2Way 2 — From the contact's profile
- Open the contact (click the name/title) → the profile drawer opens.
- In the action bar at the top click Send email → compose opens.
Way 2 — the Send email button in the profile action bar (top-left of the drawer).
4.1.3Way 3 — From the Conversations rail (see history first)
- Open the contact → on the right edge click the vertical CONVERSATIONS tab to expand the rail.
- In the rail click New Email → compose opens, with the existing thread history right there.
Way 3 — the Conversations rail: thread list + New Email (and ↩ reply arrows).
4.1.4Way 4 — From a signal (email already drafted for you)
- Segments (Lists) → open your list → look at the Signals column → click a signal on the contact's row → the signal detail opens. (What the two signal types mean → Flow 2 · Signals column.)
The Signals column — click a signal to open its detail. - In the signal detail, top-right, click Use this email content to reply.
Use this email content to reply (circled) — or Copy email — EN / DE if you only want the text. - Compose opens with the body already written from the signal. To is empty — add the contact → check From / Subject → personalise the draft → Send (finish at 4.2 below).
Compose prefilled from the signal — a ready draft you edit, address, and send.
Replying to someone who already wrote to you is a separate job — see Flow 5 · Answer replies.
4.2 · Compose & send (same window for all 4 ways)
The whole job here is to send a good email successfully — 4 steps:
- Check From / To / Cc. From is your own mailbox (filled in by default). To is the contact you started from (already pre-filled) — you can also type extra recipients here. To copy someone else, click Cc at the right of the To row → a Cc field appears → type their email and press Enter (it becomes a chip; the ✕ removes it).
4.1 — From · To · Cc: click Cc (circled), then type the email to copy someone in. - Type the Subject yourself in "Add a subject" at the very top. For a new email it starts empty and does not auto-fill, even from a Template (known bug). The Send button blocks an empty subject — so you can't forget.
4.2 — the subject box (red frame) — type it yourself. - Write your message in the body (personalize with their role & signal from Flow 2). Want to start from a Template, drop in a Snippet, or attach a file? See Edge cases (4.x).
- Proofread → Send. It auto-logs into Conversations, your signature (Flow 1.x.5) is appended automatically, and there is no recall.
4.x · Edge cases — write faster with Templates · Snippets · Documents
Three helpers speed up composing. For each: use it in the compose bar, and build your own from its menu page. ✅ your SDR account can create / edit / delete all three.
4.x.1 · Templates — full pre-written emails
- Use it in compose: click Template in the compose bar → Insert appends to your draft, Replace overwrites it (incl. the EN 01–05 set). Even from a Template the subject box still needs typing (4.2 bug).
Use — Template: Insert / Replace + search. - Build your own: Message Templates (left menu) → + Create New → fill Name* (how it shows in compose, e.g.
EN 06 - Follow-up) · Topic* · Source Type · Subject EN / DE · body EN / DE (two rich-text editors) → Create. Edit/delete via row actions; filter by Topics.
Create — Name* · Topic* · Subject EN/DE · rich-text body EN/DE.
4.x.2 · Snippets — short reusable blocks
- Use it in compose: click Snippets → search → click = inserted at the cursor (EN | DE toggle).
Use — Snippets: search + EN/DE, insert at cursor. - Build your own: Snippets (left menu) → + Create New → Private toggle (ON = only you; OFF = shared) · Name* · Type · Content English* / Content German → Create. Edit/delete by hovering the row.
Create — Private toggle · Name* · Type · Content EN*/DE.
4.x.3 · Documents & files — attachments
- Use it in compose: 📎 uploads a file from your computer; 🗂 attaches from the shared Document library (Common · Contact · Campaign filter checkboxes, Published files only).
Use — 🗂 Select Documents: shared files (Published only). - Build the library: Documents (left menu) → + Create New → Name* · Type* (Common / Contact / Campaign — the compose tab it lands under) · Status* (Draft → Published; only Published is attachable) · Is Star · Is Public · File* → Upload File → Create. Retire with Archived, not delete.
Create — Name* · Type* · Status* (Draft→Published) · Upload File.
Flow 5 · View replies & answer replies 🔴
Goal (core): go through everyone who replied — read what they wrote, decide, and answer. Start: Inbox. Do this first each day. Filters and the "In Queue" tag are in Edge cases.
5.1 · View & answer a reply
- Open the replies: click Inbox in the left menu — one row per contact who wrote back, showing Account | Last Email (subject + preview + date). Auto-replies/OOO land here too.
5.1 — Inbox: one row per reply (Account | Last Email). - Spot which messages are replies — and glance at the auto chip. The clearest signal is the direction arrow next to the sender in the thread:
- ↙ inbound arrow + the contact's name = a reply from the prospect (their words) — the message to read and answer.
- ↗ outbound arrow + your own name = an email you sent (e.g. "Dong SDR ↗").
5.2 — ① a reply = ↙ inbound arrow + a real chip ("Out Of Office"); ② your send = ↗ outbound arrow + your name; ③ your send's chip just shows Open. - Read the email. Click the row → the contact opens on Conversations: the thread list is on the left, the selected message on the right, Expand all unfolds the whole exchange. Read what they actually wrote — the chip is only a hint.
5.3 — Conversations: thread list (left) + the message (right). The three action arrows sit at the top-right of the open message: ① Reply all · ② Reply · ③ Forward. - Decide: reply or not. If it needs an answer, reply (5.5). If it doesn't (e.g. a plain "not interested" or an auto-reply), skip replying and just classify the contact (Flow 3) so it leaves the queue.
- Click Reply — the single ↩ arrow at the top-right of the open message (circled below). It answers only the person who wrote — the normal choice for 1:1 outreach. (The double-arrow Reply all and the Forward arrow sit right next to it — see Edge cases.)
5.5 — the Reply button (single arrow) at the top-right of the message. - What opens: a compose window with the subject already set to RE: …, the sender pre-filled in To, and the original message quoted below. It stays in the same thread.
5.6 — Reply clicked: RE: subject, the sender in To, the quoted original. - Write your message → Send.
5.x · Edge cases
- Reply all — the double ↩↩ arrow (left of Reply, circled below) answers the sender plus everyone else on the thread's To/Cc. Use it only when several people are genuinely in the conversation (an assistant or colleague was copied). Same compose window as Reply, but To/Cc are pre-filled with everyone.
5.x.1 — the Reply all button (double arrow), leftmost of the three. - Forward — the ➡ arrow (right of Reply, circled below) sends this message on to someone new. Same window, but To starts empty for you to type the new recipient; the original message is carried in the body.
5.x.2 — the Forward button (arrow pointing right), rightmost of the three. - Filters. The Inbox has the standard set — Lifecycles · Contact Classification · Owner · Work Experience · Countries · Cities — plus + Add filter to pin more filters (your own quick bar). Use it to slice big queues (only DACH, only CFOs).
5.x.3 — the Work Experience filter inside Inbox; + Add filter pins more. - The orange "In Queue" tag. A message tagged In Queue is accepted but not sent yet (waiting in the send queue). It clears to a normal sent message once it goes out — it just means "on its way", don't re-send.
5.x.4 — the orange In Queue tag on a message (circled): accepted, waiting in the send queue, not sent yet.
Flow 6 · Follow up on silent prospects
Goal: nudge the people who went quiet, in the right order. Start: your list, sorted by Last Contact — the 💬 icon colors point at who's overdue.
- Open your assigned list: left menu → Segments (Lists) → open your list.
6.1 — your assigned lists; click one to open it. - View the contacts: the members table. Look at the Last Contact column (far right) — each row has a 💬 icon next to its date, the follow-up radar.
6.2 — the members table; the Last Contact column with its 💬 icons is on the right. - Pick who's overdue: click the Last Contact header to sort, and read the 💬 colors — red = waited longest, start there; yellow = coming due; gray = fresh. The red dot means "due" and clears once you make contact.
6.3 — 💬 icons shading gray → yellow → red as Last Contact ages. - Read the context. Click the 💬 icon on that row → a conversation-first drawer opens with the last thread on screen. Read the exchange to confirm they haven't replied yet (that's what "follow up" means) and to pick your angle.
6.4 — 💬 clicked: the last thread on screen (New Email · ↩ reply · 1/N pager). - Nudge them. Then either ↩ reply to the last email in that thread (keeps the context), or click New Email for a fresh angle. Sending resets Last Contact → the row drops down and the 💬 turns gray. Use the 1/N pager (top right) to step to the next contact without going back to the list.
- 2–3 unanswered nudges → label Not Now / Not Interested (Flow 3) so they leave your rotation.
| 💬 state | Meaning | Do |
|---|---|---|
| Gray, no dot | Recent (~under 2 weeks) | Nothing yet |
| Yellow + dot | ~2–4 weeks silence | Plan the nudge |
| Red + dot | ~A month+ — overdue | Click & follow up now |
Flow 7 · Reach out on WhatsApp or LinkedIn
Goal: contact someone on another channel straight from Fintalent. Both icons live on the contact's action bar (profile drawer) and in each row's Action column. A coloured icon works; a gray one means that data is missing.
7.1 · Open a WhatsApp chat
- Open the contact (Flow 2) → the action bar shows Send email · WhatsApp · LinkedIn.
7.1.1 — the action bar: Send email · WhatsApp · LinkedIn. - Click WhatsApp. Green = a usable phone is on file → it opens a WhatsApp chat in a new tab (
wa.me/‹number›). Gray = no phone (or the number is too ambiguous to dial) → nothing happens; add a phone first (Flow 3.2).
7.2 · Open the LinkedIn profile
- Click LinkedIn (action bar, or the icon in a row's Action column). Blue = a valid LinkedIn URL is on file → it opens that stored URL as-is in a new tab (the app only checks it's a
linkedin.com/lnkd.inlink — it doesn't rewrite it). Gray = no/invalid URL → nothing happens; add one inline (Flow 3.2).7.2.1 — the ✉ · WhatsApp · LinkedIn icons in each row's Action column (coloured = usable).
Flow 8 · Manage campaign
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Flow 9 · Manage ME
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Flow 10 · Using filters
Goal: know every filter you meet as an SDR — where it lives and how to use it — so you can cut any list or inbox down to exactly the people you want.
Filters sit on three surfaces, each with a different set:
| Surface | Filters you get | Where |
|---|---|---|
| Your list — members bar (right) | Lifecycles · Has signal | Flow 2 |
| Your list — company rail (left) | Lifecycle · Has signal | Flow 2.x.6 |
| Inbox bar | Lifecycles · Contact Classification · Owner · Work Experience · Countries · Cities · + Add filter | Flow 5 |
How a filter dropdown works everywhere: each value has a ✓ include (keep only these) and an ✕ exclude (hide these); Has / No … radios catch records with/without any value; Paste list takes one value per line. Several ✓ together = OR.
All screenshots below are real runs on an SDR login — watch the count before → after and note why the rows change.
10.1 · Lifecycles — filter your contacts by stage
On your list and in the Inbox. ✓ include keeps only that stage; ✕ exclude hides it; several ✓ = OR; plus Has / No lifecycle radios and Paste list.
In actionThe list opens at 359 contacts (all stages). Open Lifecycles → click the green ✓ on Prospect → the list drops to 359 → 107, and every remaining row shows "Prospect" in the Lifecycle Stage column. Why: ✓ include = keep only that stage, so the 252 contacts at other stages are hidden.
10.2 · Has signal — on your list, at two levels
Has signal sits in two places on your list and they mean different things:
- Members bar (right, over contacts) — keeps people who personally have a signal; the Signals column shows it (⚡ news / 💼 job).
- Company rail (left, over firms) — keeps companies that have a signal.
In action — members bar (contacts)The list opens at 359. Open Has signal on the members bar → tick Yes → 359 → 246, and every remaining row has a value in the Signals column. Why: only contacts that personally have at least one signal stay.
In action — company rail (firms)Expand the rail (111 companies). Open Has signal on the rail → Yes → 111 → 29 firms — the best ones to open a conversation with.
10.3 · Inbox filters — slice a big reply queue
The Inbox bar (Flow 5) carries the full set. Combine them to zero in (e.g. only DACH CFOs who replied):
| Filter | What it narrows · how to use |
|---|---|
| Lifecycles | by contact stage — same ✓/✕ tool as 10.1 |
| Contact Classification | contact type: Talent · Client · Other (each ✓/✕; Has/No radios + Paste list) |
| Owner | which teammate owns the contact — pick yourself to see only yours |
| Work Experience | career facts — see 10.4 |
| Countries · Cities | the contact's location — pick a geography (DACH, UK…) |
| + Add filter | Customize Quick Filters — pin/unpin which filters show on the bar (Reset defaults) |
In actionThe Inbox holds 27 replies. Open Work Experience → Company type = Sponsor (green ✓) → 27 → 25. Why: only people whose company is flagged Sponsor stay — and indeed every remaining row is a PE sponsor firm (Ardian · General Atlantic · Carlyle).
10.4 · Work Experience — the power filter (every field)
Filters people by their career, not just their contact record. Top toggle Match any (OR) / Match all (AND) decides whether a person must meet one or all of:
- Company type — Sponsor · Corporate · Portfolio (each ✓ include / ✕ exclude) — used in the 10.3 demo.
- Email validity — Valid · Invalid · Validating · None.
- Currently / Past — the role is ongoing or historical.
- Position — job title (e.g. "Managing Director").
- Company — a specific firm; or Has / No linked company, plus + Filter by linked company (its city · country · bucket · classification).
- Company Description — a keyword in the firm's description.
- Company country / city.
Flow 11 · FAQ & edge-case index
| Symptom / question | Answer |
|---|---|
| I forgot my password / want to change it | No self-serve reset — contact the Admin (Flow 1.x.2). |
| Where do I change my name / signature? | Account card (bottom-left) → General Setting or Email Configuration (Flow 1.x.3–1.x.5). |
| Where do I land after logging in? | On Campaigns. Re-opening while signed in skips login (Flow 1.2, 1.x.1). |
| My Segments page is empty | No list assigned yet — ask Ops. |
| Can I edit a contact's phone / location / LinkedIn? | Yes — inline in the profile drawer (Flow 3.2). Experience is read-only (shown in yrs). |
| WhatsApp / LinkedIn icon is gray | No phone / LinkedIn URL on file. Nothing to click. |
| Subject box is empty when composing | Always type it yourself (Flow 4.1). |
| I can't edit the chips on messages | Correct — the system assigns them. You classify at contact level (Flow 3). |
| Orange "In Queue" tag on a message | Accepted, waiting in the send queue — clears once sent. Don't re-send (Flow 5.x.4). |
| Gray contacts I don't recognize at the bottom of my list | You selected a company → the "held by teammates" block. Coordinate first (Flow 2.x.3). |
| Campaign / Marketing Email — what can I do? | Permissions still being confirmed — those flows (8, 9) aren't documented yet. |
| I can't find Contacts/Companies pages | By design — your lists and Inbox are the entry points. |