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, and use filters to focus.
Center column - review the opportunity details and make your decision.
Right column - company context, insights, and relationship history.
1️⃣ Review the opportunity
For each opportunity, uman provides a clear AI summary of the Situation, Solution, and Benefits, the recommended offerings and why they match, reference cases when available, and an inline AI chat for follow-up questions.
Actions: Skip (decide later), Disqualify (not relevant, add a reason so uman learns), or Accept & select stakeholders.
2️⃣ Select stakeholders
uman suggests the people to engage. Search and select the right contacts, use LinkedIn to find people you don't have yet, filter by location and seniority, or pick from the AI-suggested stakeholders.
3️⃣ Push to outreach
Assign an outreach campaign to each selected stakeholder, and optionally link the contact to your CRM with Sync with CRM. Click Push contact(s) to start outreach; the contacts then appear in Outreach with status Preparing.
Skip vs. disqualify
Skip is a "not now" decision.
Disqualify is a "not a fit" decision, and it helps improve future signals.