The review screen helps you move quickly from “interesting signal” to “next action” in three steps.
Three-column layout
Left column — Browse opportunities grouped by account. Expand a company to see its opportunities. Use filters to focus on what matters.
Center column — Review the opportunity details and make your decision.
Right column — See company context, insights, and relationship history.
Step 1: Review the opportunity
For each opportunity, uman provides:
A clear AI summary (what triggered the opportunity, what it could mean, and the outcome you can help achieve)
Recommended offerings and why they match
Reference cases when available
An inline AI chat to ask follow-up questions
Actions:
Skip — Decide later (you can return anytime)
Disqualify — Not relevant (add a reason so uman learns)
Accept — Continue to stakeholder selection
Step 2: Select stakeholders
After you accept an opportunity:
Search and select the right contacts at the company
Use LinkedIn to find contacts you don’t have yet
Filter by location and seniority
Select from AI-suggested stakeholders for faster setup
Step 3: Push to outreach
Assign an outreach campaign to each selected stakeholder.
Use bulk assignment to apply the same campaign to multiple contacts
Or customise per contact
Click “Push X contact(s)” to start outreach.
Account research sidebar
While you review, the sidebar helps you stay in context:
Company profile (logo, website, LinkedIn)
AI insights (industry, location, employee count)
Customer context (installed offerings) for existing customers
People working on the account
Active opportunities and statuses
Contacts currently in outreach
Related deals and meetings
Skip vs. disqualify
Skip is a “not now” decision.
Disqualify is a “not a fit” decision (and helps improve future signals).