Approve Leads

When signals discover new leads, they land in your database with a "Pending" status. Approving leads is how you tell Obert which people are worth pursuing.

Why approval matters

Not every discovered lead is a good fit. The approval step lets you:

• Filter out false positives from signal results
• Ensure only qualified leads enter your campaigns
• Maintain a clean, high-quality lead database

Leads must be approved before they can be enrolled in campaigns.

Review pending leads

1. Click Leads in the left sidebar. The default view is Pending Approval.
2. Each row shows the lead's name, headline, company, location, and ICP score.
3. Click a lead to open their full profile and see:
   • LinkedIn profile details
   • Employment history
   • Which signal discovered them
   • ICP score breakdown (why they scored the way they did)

Approve or reject

Individual leads:

• Click the Approve button on a lead row or in the lead detail view.
• Click Reject to mark them as not a fit.

In bulk:

1. Select multiple leads using the checkboxes.
2. Click Approve or Reject in the floating action bar at the bottom.

Rejected leads are moved out of the pending view. They remain in your database but are excluded from campaigns and lists.

Use ICP scores to prioritize

The ICP score column helps you focus on the best leads first:

• High (green) — strong match across title, company, and location
• Medium (yellow) — partial match, worth reviewing
• Low (gray) — weak match, likely not a fit

Sort by ICP score (click the column header) to review the strongest leads first.

Change a lead's status later

Made a mistake? You can change a lead's approval status at any time:

1. Open the lead's profile.
2. Click the status badge next to their name.
3. Select the new status.

Changing an approved lead to rejected removes them from any active campaign enrollment (pending sends are cancelled, but messages already sent are not affected).