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GTM Engineer

Work the Opportunities screen

Fit statuses, the evidence behind every result, accepting and rejecting, finding verified emails, exporting reviewed leads, and how consumer opportunities differ.

Research puts its results here. Open Opportunities in the left menu, under Pipeline. This is where you decide who is worth pursuing and see the evidence behind each answer. The number beside it is how many results are waiting on you.

Nothing on this screen sends anything. Approving a campaign is a separate step, on a separate screen.

You can also decide on results in two other places: the Waiting on you cards on Start here, with Accept and Pass, and the results tab that opens after a research run.

Pick the play

Results are shown one play at a time. Choose the play in Audience Play at the top. The counts beneath it (prospects, qualification yield, accepted, needs review, verified email) are for that play.

The five filters

Above the results: All, Accepted, Needs review, Rejected and Not scored. The filter names match the status badge on each row exactly, so what you click is what you get back.

  • Accepted cleared the play's qualification rules.
  • Needs review is waiting on your judgment.
  • Rejected failed a rule, with the reason shown.
  • Not scored has not been evaluated against the play yet.

Each row also carries a fit score, the number of evidence claims behind it, and whether it has a verified email.

Review the evidence

Click View sources in a row's Evidence column (on a phone, Review evidence). The panel that opens is the provenance record: when the result was first and last seen, every evidence claim with its link and the date it was observed, then every contact point and its verification state.

If a field is missing, it says so. It is never filled in with a guess. If there are no evidence claims at all for a result, the panel tells you that too.

Accept or reject

Each row has Accept and Reject. Reject asks for an optional reason before you click Confirm reject. Your verdict is recorded against that result and moves it between filters. The reason is worth the extra seconds: Largest recorded filters summarizes the most common reasons for the current play, so you can see which rule is doing the most work.

Changing a play means a new reviewed run. Loosening a filter is not promised to improve quality, and the screen says so rather than implying otherwise.

The review queue is grouped by what Noli could not answer

Under Needs review (and at the top of All whenever there is anything waiting), Needs your review groups the results by the exact fact Noli could not settle. Each group has a plain-English header, a count, and Accept all and Pass all buttons, plus Accept and Pass on each row. Accepting a group records your decision. It does not claim the missing fact was proven.

One common group is team size: Google Maps does not report an employee count, so a play that asks for a team size band leaves every result unproven on that one point. Under the play picker there is a per-play checkbox, Team size: confirm later. It applies to the next research run on that play: results whose only unknown is team size are accepted and marked Size unconfirmed, so you can check the number on the company's own website.

Turn companies into people, then find emails

Only accepted people with a verified email can go into a campaign. Two steps get you there, and each shows the most it can cost in tokens before you confirm:

  • Find decision-makers looks for owners and leaders at the companies this play accepted. Optionally list the Roles to find, set Maximum profiles, click Preview first company (then Preview next company), and confirm with Confirm maximum and find people.
  • Find work emails looks up and verifies email addresses for accepted people. Click Find and verify work emails, check the quote, then Confirm maximum and run. The counts above the button show how many addresses are verified, found, risky, catch-all or not found.

Select rows and act on them

On a computer, tick rows in the table to get a selection bar with three actions:

  • Export CSV downloads exactly the rows you ticked, built from what is already on the page. It costs nothing and calls nothing. The columns are name, title, company, kind, fit status, fit score, quality, email state, location, platform, profile URL and the date sourced.
  • Find emails for selected prices work-email lookup for just those rows before it runs.
  • Clear empties the selection.

Download reviewed leads

In the Qualification and export section, under Take reviewed leads with you, is Download reviewed leads (.csv). This is the careful export: accepted people only, with verified work email and evidence that is permitted for export. Suppressed, unsubscribed, unverified and rights-unclear rows are left out. Use this one when you are taking leads somewhere else.

Consumer opportunities work differently

If the play is a consumer play, the screen shows Places, conversations, and events instead of a prospect table. These are public demand surfaces: communities, forums, conversation threads, events and creator audiences, each with the kind of intent it shows, whether access is public, ticketed or approval required, why it fits, a recommended next step, and the evidence behind it. Click Save opportunity to keep one or Not relevant to pass on it.

If an accepted result is a public person, click Prepare message. That gives you a draft, a Copy message button and Open public profile. Noli does not transmit it and does not record it as sent. You post it, after reading that community's rules.

Noli never joins, registers, comments, posts, sends, calls or texts a consumer for you, and consumer results cannot be routed into an outreach campaign.

Ask your Chief of Staff instead

Your Chief of Staff can read this screen for you. Ask it what is waiting on your review and it lists the opportunities with their fit, status, platform and link, and can record your accept or reject decision when you tell it what you want. It never decides for you.

Why it matters

The difference between a list and a pipeline is the review. Every row here carries the reason it survived, so accepting one is a decision rather than a leap of faith.

Related: Create plays and run research and Review and approve a campaign.