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Coming soon to uman - Opportunity signals become Leads

The "Opportunity signals" area is becoming Leads: clearer wording, one unified list, a simple status for every lead, and statuses that keep themselves up to date as you work.

Here's a peek at what's on the way to uman - and an honest heads-up on what's changing. One big update is coming to the way you work the sales openings uman finds across your accounts. Details may still evolve before it's live.

🔄 Opportunity signals are becoming Leads

We're renaming and rebuilding the whole "Opportunity signals" area as Leads. Same idea - the sales openings uman surfaces across your accounts - with clearer wording and a smoother way to work through them.

  • New name, everywhere - what you know as "Opportunity signals" and "opportunities" will simply be Leads across the app, your accounts, and outreach.

  • One list, no separate review step - instead of a separate queue for reviewing new signals, you'll have a single Leads list, and each lead opens right beside it with everything in one place: the situation, suggested solution, benefits, recommended offerings, and the contacts to reach out to.

  • A new order - your leads will be sorted by when each was created, so the newest openings are easy to spot. Heads-up: this changes the ordering you're used to.

🏷️ A clear status for every lead

Every lead will carry a simple status, shown as a colored label so you can see at a glance where it stands:

  • New - freshly surfaced, waiting for you.

  • Active - you're on it.

  • Meeting booked - it turned into a meeting.

  • Disqualified - set aside as not a fit.

⚡ Statuses that keep themselves up to date

  • Start outreach, and it's Active - kicking off outreach for a lead moves it to Active and adds you to the people working on it.

  • Book a meeting, and it shows - when that outreach leads to a booked meeting, the lead flips to Meeting booked on its own.

  • Changed your mind? - starting outreach again on a disqualified lead brings it back to Active automatically.

✅ More control over your leads

  • Disqualify and reactivate - set aside leads you won't pursue (and choose whether to stop their contacts' running outreach), then reopen them later if things change.

  • Act in bulk - select several leads and disqualify, reactivate, or mark them as meeting booked in one go.

  • See who's on what - each lead shows who's working on it, new leads are assigned automatically to the right people on your team, and you can filter by owner (including a "No owner" view to catch anything unclaimed).

This is a look at what's coming, so a few details may still change before launch. We'll let you know the moment it's live - and if you have questions, we're here to help.

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