Open any lead to review it and act on it. Everything happens in one panel with two tabs: Overview to review, and Contacts to outreach to choose who to reach and start outreach.
🗂️ Open a lead
Select a lead from the Leads page (or from the Leads card on your homepage). The lead opens in a panel on the right, with its current status shown at the top.
At the top of the panel you'll see the account the lead belongs to, with a link to its website, its LinkedIn, and an Account details button for the full account context. Below that, People assigned to this lead shows who is working on it. Select Manage owners to share the lead with colleagues or assign it to yourself.
🔎 Overview tab: review the lead
uman gives you everything you need to make a decision:
A clear summary of the Situation, the Solution, and the Benefits.
Recommended offerings and why they fit.
Cases: matching reference-customer stories, when available.
An ask uman box to ask follow-up questions about the lead.
When you're ready, choose an action at the bottom:
Disqualify: the lead is not a fit (this also helps uman improve future leads).
Start outreach: move on to choosing contacts and reaching out.
👥 Contacts to outreach tab: choose who to reach
This tab is where you pick the people to engage:
Suggested contacts lists the best stakeholders at the account, each with their role and location. Filter them by Location and Seniority.
Use Add contact to add someone yourself, including finding new people on LinkedIn.
Select Reach out on a contact to move them into outreach.
Contacts you reach out to move into Outreach, where uman prepares the first message. To follow what happens next, see Outreach & campaigns.