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GuidesQualifying & Ignoring Prospects

Qualifying & Ignoring Prospects

Quickly triage prospects to focus your time on the best-fit companies.

When to use this

  • You’re doing the morning prospecting sprint. Open a segment in Dashboard view and hit Qualify/Ignore on 50 companies in 15 minutes — each click surfaces the next card, so your momentum doesn’t break.
  • You want qualified work to auto-flow into your CRM pipeline. Pair triage with list actions: “Qualify” moves the company into your “Ready for Outreach” list, which auto-exports to CRM. Your triage becomes the whole pipeline-building workflow.
  • You want the team applying the same bar. Use organization-wide Qualification Criteria (e.g., “In Nordics,” “Has outbound SDRs,” “Uses a CRM”) so every rep checks the same 3 boxes before qualifying — no more debates about what counts as ICP.
  • You’re cleaning a segment so it stops showing noise. Ignoring a company removes it from future segment views, so a segment you’ve been working for weeks gets progressively tighter instead of showing the same rejects on every pass.

Before you begin

  • You should be viewing a segment or list in Dashboard view.

Steps

  1. Navigate to a segment or list and switch to Dashboard view.
  2. For each company card, you’ll see two action buttons:
    • Qualify — Marks the company as a good prospect. If your list has a “Successful list action” configured, the company will be automatically moved or added to the designated list.
    • Ignore — Marks the company as not a fit. If your list has an “Unsuccessful list action” configured, it will be handled accordingly.
  3. Qualified and ignored companies are tracked, so your segment view stays focused on untriaged prospects.

Tip: Set up list actions in Advanced Options when creating a list, so qualified companies automatically land in your pipeline list and ignored ones are archived.

Using qualification criteria

Your organization can define up to 3 global Qualification Criteria in Settings. These appear on each company’s Overview tab as checkable criteria (e.g., “Outbound,” “Sales reps,” “Nordics”), helping your team apply consistent standards.

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Using the Company DashboardSetting Up the Prospecting Agent