Prospect Screening

Your feedback helps refine our matching algorithm and determines:

• Which prospects you want to pursue

• Which introducers may be contacted

• Which intro paths should be prioritized

What You’ll See on This Page

Below is a breakdown of the information displayed in the Prospect Screening table:

• Status: The current state of the prospect (e.g., Pending Review, Approved, Declined) and their associated intro paths.

• Prospect Contact: The prospect’s name, linked to their LinkedIn profile, including their job title.

• Prospect Company: The company where the prospect currently works.

• Prospect Industry: The LinkedIn-listed industry of the prospect’s company.

• Selected Paths to Intro: Introducer paths that have already been approved, along with the Intro Owner they are connected to.

• Potential Paths to Intro: Possible introducers that are connected to the prospect, along with the Intro Owner they are connected to.

• Intro Probability: The likelihood of successfully securing an introduction through the recommended path.

• Action: Approve or reject a prospect.

  • ✔ Approve = Strong fit (we’ll surface similar prospects in the future)

  • ✖ Reject = Not a fit (you’ll be prompted to provide brief feedback to improve recommendations)

  👉 For detailed steps, see: How to Approve or Reject a Prospect