Fintalent OSW — Guideline

ADMINA2 · Create a single contact (ADM.0.3 · Admin/Ops only — the SDR view has no Create Contact button)

A2.1 · Open the Create Contact form

1. Sales Management → Contacts → the contacts table. Top-right sits + Create Contact (Admin/Ops only — the SDR view has no such button).

   

2. Click + Create Contact → the Create Contact drawer opens: LinkedIn or email required + an optional Name.

   

A2.2 · Enter the details & create

1. Enter a LinkedIn URL or an Email (≥1 required — it's the dedupe key; the card shows ✓ Ready once valid). With a LinkedIn URL the system auto-pulls the person's name · total years of experience · avatar · location · work experience (when available) — so First/Last name are optional. → Create Contact.

   

A2.x · Edge cases

1. Duplicate found (email / LinkedIn already exists). Entering an identifier that already exists opens the "Duplicate Found" panel with the existing contact — edit them there, or Back to enter different info. Nothing duplicate is ever created.

   

2. Link / relink a work experience to a company. On a contact's Work Experience, an unlinked row (company shown as plain text) has a Link company icon → a company picker (the company must already exist in Companies; 0 results → shorten the keyword) → clicking links immediately (toast "Linked") → a bonus "Apply to N other contacts" fixes the same mislink everywhere. A row that's already linked shows Relink instead — it re-points to a different company (company-scoped: moves every experience matched to the old company).

   

   

   

3. Neither LinkedIn nor email. Creation is blocked — the form requires one of the two.
4. Supplement the info (edit after create). A fresh contact — even one auto-filled from LinkedIn — is often missing details the crawl can't reach: Phone, Contact Classification, Owner, extra emails, lifecycle, etc. Open the contact → the detail drawer → click the empty field → type or pick the value → it auto-saves (toast "Saved"). Fill these in before assigning the person into a working list.

OPSO1 · Your Ops workspace

O1.1 · Your Ops menu

1. Under Sales Management an Ops/Admin sees more than an SDR: besides Segments · Inbox · Meetings, you also get Contacts and Companies (the data tables), plus Email Queues · Email Logs · Signals. Head to Segments (Lists) — the page has tabs Talent · Company · Contact, per-row Actions (👤+ add members · assign · 🗑 delete), an Assignee column and a Category column (the SDR label).

   

O1.x · Edge cases

1. Preview what the SDR sees — "View as role → SDR". From your profile control you can switch the UI into the trimmed SDR view (no Contacts/Companies; just their lists + Inbox). Use it to check exactly what a rep will get before you hand a list over.

   

OPSO2 · Create a list

O2.1 · Open Segments (Lists)

1. Left menu → Sales Management → Segments (Lists). This is the page that holds every list.

O2.2 · Switch to the Contact tab

1. At the top, click the Contact tab. Why this tab: the page holds three kinds of list — Talent (candidates), Company (companies), and Contact (people you email). When you click + Create New next, the modal's Type field is locked to whichever tab you're on — you can't change it there. An outreach list must be a Contact list, so stand on the Contact tab first; otherwise you'd create a Talent/Company list you can't use for outreach.

   

O2.3 · Create the list

1. + Create New (top right) → the Create List drawer: Type (Contact, pre-set) · List name* · optional SDR list checkbox (see edge case) → Create. The empty list now appears on the Segments page, ready to fill (O3).

   

O2.x · Edge cases

1. "SDR list" — one contact, one SDR list. In the Create List drawer, tick the SDR list checkbox (circled below) to make it an exclusive rep list. The rule: a contact can belong to only one SDR list — if they're already in one, adding them to a second SDR list is skipped (they stay in the first, and a toast tells you — see O3.x.6). This is what guarantees a rep's contacts aren't also being worked by another rep. Non-SDR lists have no such limit.

   

   In-app copy mismatch — real behavior is skip-and-keep-firstThe Create-List checkbox helper currently reads the opposite ("A contact can belong to only one SDR list — adding it here removes it from other SDR lists", i.e. move). The real behavior is skip-and-keep-first: a contact stays in its first SDR list and the second add is skipped (see O3.x.6). That in-app helper copy should be corrected.
2. Edit the name. You don't re-create a list to rename it. Step by step: ① open Segments (Lists) → the Contact tab → find the list's row. ② Click the list name → it turns into an inline text field. ③ Type the new name → confirm with ✓ (or ✕ to cancel). The row updates in place.

   

3. Edit the category (the SDR label). The category is what makes a list an exclusive SDR list (one contact → one SDR list, see O2.x.1). Step by step: ① open Segments (Lists) → the Contact tab. ② Tick the list's checkbox → an action bar appears. ③ Click Set SDR to give it the SDR category, or Clear category to remove it. (A list that already has the category also shows an ✕ on its SDR badge in the Category column — a one-click clear.)

   

4. Delete a list. On the Segments row's Actions column click the red 🗑 Delete icon → confirm. This removes the list only — the contacts themselves stay in Contacts and in any other list (same idea as removing members, just for the whole list).

OPSO3 · Add contacts to list

O3.1 · Add from the Contacts page

1. Open Contacts (left menu) → the full contact table.

   

2. Select the contact(s) — tick the checkbox on each row you want. A blue action bar appears: Add to list · Add to campaign · Add to marketing email · Delete contacts · More.

   

3. Click Add to list (in the action bar) → the Add to list drawer opens with Apply to = Selected (n).
4. Select the target list — search and tick the list you want in the drawer.

   

5. Click Add to list (the drawer's confirm button) → done. Verify on the list's Members tab (the count can lag a moment).

O3.2 · Add from inside the list (list detail)

1. Open the list detail — Segments (Lists) → the Contact tab → click the list → its Members tab.

   

2. Click + Add members → the Add contacts to "<list>" picker opens. Contacts already in this list are auto-excluded (a Custom List filter chip does this), so you only see people you can still add.

   

3. Select the contact(s) — tick each row, or the header checkbox (whole page), or Select all N matching. A "N selected" action bar appears.

   

4. Click Add to list in the action bar → they join the list; the Members count updates.

O3.3 · Add from a company's Employees tab

1. Open Companies (left menu) → click a company → its detail.

   

2. Open the Employees tab — the company's whole staff on file (Foresight Group shows 485).

   

3. Select the employee(s) — tick each row, or the header checkbox / Select all N matching. A "N selected" action bar appears with Add to list.

   

4. Click Add to list → the list picker opens (Apply to = Selected) → tick the target list → Add to N list(s). Good for grabbing everyone at one firm.

   

O3.x · Edge cases

1. Use a filter. Click a filter chip (e.g. Lifecycles · Countries · Work Experience · Owner) → the dropdown lists every value, each with a ✓ (include) and an ✕ (exclude) on the right → click to narrow the table. + Add filter pins more. Filter first, then select (O3.1.2).

   

2. Use keyword search. Type in the "Search contacts by keyword" box (names · titles · companies) → the table filters live. Combine with filters.

   

3. Select all N matching (bulk). Instead of ticking one page, tick the header checkbox then click "Select all N matching" → the bar shows All N matching selected → Add to list adds the whole filtered set. ⚠ Note: you must have at least one filter or keyword active first — without a filter, Select-all-matching won't let you Add to list (it stops you from dumping the entire database into a list by accident).

   

4. View a contact's detail first. Click a contact's name/title → the profile drawer opens (facts · Work Experience · Signals · Conversations) so you can check who they are before adding.

   

5. Add via "+ Add contacts" (Campaign / Marketing Email). Open the Campaign (or Marketing Email) → the People tab → click + Add contacts (top right) → the contacts picker opens → filter/tick → Add. This loads that campaign's / ME's audience — the reason SDRs can't add people themselves.

   

6. Duplicates & SDR-list skip — read the toast.
   • Already in this list → the contact is silently skipped; no duplicate row is created and the count doesn't double-count them.
   • Already in another SDR list → the contact is skipped, not added. A contact can live in only one SDR list at a time (the exclusivity rule, O2.x.1), so the system protects the existing assignment and shows a toast with the count skipped (e.g. "1 contact(s) skipped — already in another SDR list") — telling you they were skipped because they're already in another SDR list. To move them, first remove them from the old SDR list (O4), then add.

   

7. Verify the count while adding. The point here is just to look — you don't tick any list. Flow:
   1. Select the contact(s) — this is what makes the Add to list button appear (no selection → no button).
   2. Click Add to list → the Add to list drawer opens.
   3. Verify — way A: read the Members column. Every list in the drawer shows its current member count (e.g. 17072026v3 = 359). A quick eyeball — no clicks, no ticking.

      

   4. Verify — way B: open the list's detail. Click the list's name → its detail opens right there → the Members tab shows the exact count ("Showing X of N") and the actual people.

      

   (The Segments (Lists) page also shows the per-list Members column, if you'd rather check there.)
8. Add to several lists at once. The Add to list drawer isn't one-list-only — tick as many lists as you want (use the search to find them). The confirm button counts your picks: with two lists ticked it reads "Add to 2 list(s)" → click it and the selected contact(s) are added to all those lists in one go.

   

OPSO4 · Remove members

O4.1 · Remove a member

1. Open Segments (Lists) → the Contact tab.

   

2. Select the list — click its name to open it.
3. You land on the list detail → the Members tab (the list's people).

   

4. Select the contact(s) — tick the checkbox on each member's row (or the header checkbox to grab the page).
5. In the action bar click Remove from list → confirm. Removing only breaks the membership link — the contact itself is untouched (they stay in Contacts and in any other list). Verify the drop in the Members column (Segments page or the list's Members tab; see O3.x.7).

   

O4.x · Edge cases

1. Narrow with a filter first. Before removing, use the members filter (Lifecycles · keyword · etc.) to show only the people you want gone — then tick and Remove. Saves hunting through the whole list.
2. Select all matching (bulk remove). Tick the header checkbox to grab the visible page, or use Select all matching to select every contact matching the current filter (not just the page) → Remove from list clears them in one go.
3. Skip the confirm — untick the checkbox. Beside Remove from list in the action bar sits a checkbox that is ticked by default — that's why every Remove pops the Remove from list dialog (so you can't wipe members by accident). Untick it and Remove runs immediately, with no confirm dialog, for the rest of your session; re-tick it to bring the safety prompt back.

   

OPSO5 · Assign a list to an SDR

Assign a list to an SDR — step by step

1. Open Segments (Lists) → the Contact tab.
2. Find the list you want to assign (the one you filled in O3).
3. In that row's Actions column click the Assign assignee icon (the gear/assign icon — the middle of the three row-action icons: add-members · assign · delete). The current owner (if any) shows in the Assignee column with a role badge.

   

4. The Assign assignee drawer opens — every user with a Roles filter (Admin · Sale Admin · SDR …). Search / filter and tick the assignee — usually the SDR (e.g. Dong SDR).

   

5. Click Save → the Assignee column now shows them; the list appears in their Segments (Lists), and because it's an SDR list it's exclusively theirs.

O5.x · Edge cases

1. Edit / re-assign the owner. Open the Assign assignee icon on the row again → pick a different person → Save. This replaces the current assignee (the list moves from the old owner's Segments into the new one's).

   

2. Bulk-assign several lists at once. Step by step: ① in Segments (Lists) tick the checkbox of each list. ② In the action bar click Assign assignee (N). ③ Pick the mode: Add new (adds this owner alongside existing ones) or Overwrite (replace owners) (clears existing owners first). ④ Tick the assignee → Save.

   

3. Clear the owner. Fastest way: hover the assignee on the row → a ✕ appears right after their name → click it to remove the owner → the Assignee column shows — again and the list is held by nobody. (You can also open the Assign drawer and clear the selection.)

   

SDRFlow 1 · Log in & find your workspace

1.1 · Log in

1. Open admin.fintalent.io. If you're not signed in, the login screen appears — Email · Password · Log In.

   

2. Type the Email and Password the Admin gave you → click Log In.

1.2 · Your workspace

1. 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.

   

Here's what each menu item is for:

1.x · Edge cases

1. 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).
2. Forgot / need to change your password. There's no self-serve reset — contact the Admin and they'll help you reset it.
3. Where I can open my account? Your account card is at the bottom-left of the sidebar (avatar · name · email · a refresh icon — that's all; no view-as/eye control on an SDR login). Click your name/avatar to open Update Admin Information (5 tabs: General Setting · Billing · Payment · Activities Log · Email Configuration); log out from the account card's control (1.x.6).

   

4. 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.

   

5. 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.

   

   

6. Log out. Use the log-out control on your account card to end the session.

SDRFlow 2 · Find a target contact

2.1 · Open your assigned list

1. 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.

   

2.2 · View the contacts

1. 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.

   

2.3 · Pick & read a contact

1. 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. Open Work Experience (the number = how many roles) for their real role, firm and dates — your personalization goldmine.

   

3. 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.
   "2mo" = how old the signal is; "+N" = more signals — click +N to expand them all. Click a signal itself → its detail opens (headline · source · date); for a ⚡ Signal (news) it also carries a ready email you can send — see Flow 4 · Way 4. Also glance at the Conversations rail (right edge) — a teammate may already be talking to them. Now you're ready to classify/edit (Flow 3) or email (Flow 4).

   

   

   

2.x · Edge cases

1. 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.
   The Has a lifecycle / No lifecycle radios catch contacts with/without any label; Paste list takes one value per line. E.g. tick ✓ Prospect to work only untouched people; add ✕ Opted Out · ✕ Not Interested to hide the dead ones.

   

2. Keyword search. The box over the table searches names, titles, companies, and remembers Recent searches. Search + Lifecycles combine.

   

3. "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.
   (People at Prospect / In Conversation, or in no list, aren't shown — a cold touch isn't a collision.)

   

   

4. 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.

   

5. 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).

   

6. Filter by Has signal (two levels). Besides Lifecycles (2.x.1), the members bar carries a Has signal filter — so the bar over your contacts is Lifecycles · Has signal, and the company rail has its own. It's the same word at two levels:
   • Members bar (right, over contacts) → Has signal : Yes keeps people who personally have a signal; the Signals column then has a value on every row (⚡ news / 💼 job). E.g. 359 → 246.
   • Company rail (left, over firms) → expand it (») and its bar shows Lifecycle · Has signal (+ 🔍 search). Has signal : Yes keeps firms that have a signal — the best ones to open with. E.g. 111 → 29.
   Same dropdown tool as Lifecycles: ✓ include / ✕ exclude, Has/No radios, Paste list.

   

SDRFlow 3 · Manage contact info

3.1 · Open assigned list

1. Open Segments (Lists) in the left menu → your assigned lists.

   

2. Open your list → the list detail (your contact list / members table).

   

3.2 · Open contact

1. Click the contact you want to manage → its detail drawer opens on the right — everything below is editable here.

   

3.3 · Edit the fields — all inline NEW

In the drawer, click a value → edit → confirm ✓ (or ✕ to cancel). The editable fields:

1. 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).

   

2. Phone — click "Add phone" → a country-code picker (🇩🇪 +49 …) + number field appear inline.

   

3. Location — click it → Country + City dropdowns appear inline.

   

4. LinkedIn (must be a valid LinkedIn URL) and Labels also edit inline. Experience is read-only (shown in yrs) — derived from Work Experience.

Lifecycle label guide — what to pick after reading a reply:

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.

SDRFlow 4 · Send a 1:1 email

4.1 · Four ways into compose

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:

1. 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).

   

2. 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.

   

3. 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).
4. 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

1. 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).

   

2. 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.

   

4.x.2 · Snippets — short reusable blocks

1. Use it in compose: click Snippets → search → click = inserted at the cursor (EN | DE toggle).

   

2. 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.

   

4.x.3 · Documents & files — attachments

1. Use it in compose: 📎 uploads a file from your computer; 🗂 attaches from the shared Document library (Common · Contact · Campaign filter checkboxes, Published files only).

   

2. 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.

   

SDRFlow 5 · View replies & answer replies 🔴

5.1 · View & answer a reply

1. 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.

   

2. 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 ↗").
   Each message also shows an auto chip the system assigns from the content: the prospect's replies get a meaningful one (Out Of Office · Interested · Not Interested · Call Scheduled…), while your own sends / anything not yet classified show Open. Read the chip as a quick hint only — you can't edit it, and it doesn't change the contact's lifecycle by itself. So use the arrow (not the chip) to tell a reply from a send.

   

3. 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.

   

4. 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.
5. 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.)

   

6. 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.

   

7. Write your message → Send.

5.x · Edge cases

1. 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.

   

2. 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.

   

3. Filters. The Inbox bar carries the full set; + Add filter opens Customize Quick Filters (pin filters, Reset defaults) to build your own quick bar. Use it to slice big queues (only DACH, only CFOs).

   Filter	What it narrows · how to use
   Lifecycles	by contact stage — same ✓/✕ tool as 2.x.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 — the power filter (fields below)
   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)

   Every dropdown works the same: each value has a ✓ include (keep only these) / ✕ exclude (hide these); Has / No … radios catch records with/without any value; Paste list takes one value per line; several ✓ together = OR.

   Work Experience filters by career, not just the contact record. A top Match any (OR) / Match all (AND) toggle decides whether a person must meet one or all of: Company type (Sponsor · Corporate · Portfolio) · Email validity (Valid · Invalid · Validating · None) · Currently / Past · Position (job title) · Company (or Has / No linked company, plus + Filter by linked company: city · country · bucket · classification) · Company Description · Company country / city. E.g. Work Experience → Company type = Sponsor took a 27-reply queue to 25 (every remaining row a sponsor firm).

   

   

4. 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.

   

SDRFlow 6 · Follow up on silent prospects

1. Open your assigned list: left menu → Segments (Lists) → open your list.

   

2. 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.

   

3. 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.

   

4. 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.

   

5. 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.
6. 2–3 unanswered nudges → label Not Now / Not Interested (Flow 3) so they leave your rotation.

SDRFlow 7 · Reach out on WhatsApp or LinkedIn

7.1 · Open a WhatsApp chat

1. Open the contact (Flow 2) → the action bar shows Send email · WhatsApp · LinkedIn.

   

2. 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

1. 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.in link — it doesn't rewrite it). Gray = no/invalid URL → nothing happens; add one inline (Flow 3.2).

   

SDRFlow 8 · Manage campaign

SDRFlow 9 · Manage ME

SDRFlow 10 · Using filters

Filters sit on three surfaces, each with a different set:

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.

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.

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):

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.

SDRFlow 11 · FAQ & edge-case index