Review thousands of accounts

Scoring a campaign of a few thousand accounts takes one click. Deciding which of them you’ll actually work is the hard part, and doing it one card at a time doesn’t scale. The campaign’s Review and shortlist page is built for that: you see the whole campaign by fit score, act on a band, the top N or everything that matches in one go, and undo any bulk change.

Open a campaign and click its Review tab. A campaign with no accounts yet shows Add accounts there, which takes you to the Overview’s Campaign accounts panel.

Three decisions

Every account in a campaign starts To review. You give it one of three decisions:

Decision	Use it when	Tab
Shortlist	You want to reach out to this account.	Shortlisted
Defer	Maybe later: wrong timing, not this quarter. Nothing is lost.	Deferred
Not a fit	The account doesn’t match. You can add a reason.	Not a fit

Back to review returns an account to the queue. Decisions are per campaign: the same account can be shortlisted in one campaign and not a fit in another.

Before scoring: see the cost

Score N remaining and Give feedback & rescore first show an estimate: how many accounts will be scored (already-scored ones are not charged again), in how many batches, with which AI model, and the estimated cost. Nothing runs until you confirm. If accounts are added or removed while the dialog is open, LeadHunter shows the new estimate and asks again. The Score remaining button on the campaigns list does the same for every campaign of the project.

When the model’s price isn’t known, the dialog says Estimated cost: unknown and explains what the estimate is based on.

Read the score bands

At the top of the page, Fit score bands splits the campaign’s accounts into five bands: 8–10 (Strong fit), 6–8 (Good fit), 4–6 (Weak fit), 0–4 (Poor fit) and Not scored yet. The same four names show beside every fit score in the product. Each bar shows how many accounts the band holds and how many of them are already shortlisted, deferred or not a fit. The line above the bars gives the campaign totals.

Click a band to show only its accounts; click it again (or Show all bands) to clear it. The counts always cover the whole campaign, never just the page you’re on.

An account without a score is Not scored yet: it is never counted as a poor fit. Score it, or decide on it anyway.

Above the bands, a line says which fit criteria the campaign is scored with (the product’s, for this purpose, and which version), with a Fit criteria link to edit them. A campaign with its own scoring brief says so: its scores are its own. When some scores are out of date — made with an older version of the fit criteria, or, in a campaign with its own brief, shared scores made without the brief — the page says how many (they keep showing, with an old criteria badge on the score) and offers Rescore, which rescores only those accounts, with the usual estimate and confirmation.

Work the table

The list opens as a dense table, best first: account, location, fit score, the top reasons, the decision and the outreach status. Switch to Cards to read every reason; LeadHunter remembers your choice in this browser.

Each row has its own Shortlist, Defer and Not a fit buttons (and Back to review once decided).

Click a row to open that account’s panel without leaving Review: the conversation with its composer, the next step, the decision and, when the campaign has a board, the card’s stage. So you can read the thread, log a reply or add a next step while you decide.

The row menu has Open account, Open conversation and next step (the same panel), Set score by hand and Re-score this account.

Keyboard

Key	Action
`j` / `k`	Next / previous account
`s`	Shortlist
`d`	Defer
`x`	Not a fit
`u`	Undo the last change

Shortcuts are off while you type in a field or a dialog is open.

Decide in bulk

The bar above the table picks what a bulk decision acts on:

Selected: the rows you ticked. Tick the header box to select the page; when every row on the page is selected, Select all N matching accounts extends it to everything that matches.
All N matching: every account in the current tab, band and search, across all pages (up to 10,000 at a time).
Top N by fit score: the N best accounts of the current tab, band and search. Type any number from 1 to 10,000, or pick one of the suggestions (20, 25, 50, 100, 250, 500 or 1,000).

Then click Shortlist, Defer, Not a fit or Back to review. LeadHunter first counts the accounts and shows how many will change and what they are now (for example “120 to review · 4 deferred”). Not a fit and Defer take an optional reason. If the set changes before you confirm, you see the new count and confirm again.

A typical pass on a big campaign:

Score it (check the estimate first).
Click the 8–10 band, choose All N matching and Shortlist them.
Click 0–4, All N matching, Not a fit with a reason.
Go through 6–8 and 4–6 in the table with the keyboard, or shortlist the Top 100 and defer the rest.

Undo

After every change a banner offers Undo (or press u). Recent bulk changes, below the table, lists the campaign’s last bulk changes with who made them and when; each has Undo until it has been undone. Undo puts the accounts back where they were; an account someone changed since then is left as it is, and the confirmation tells you how many.

What teaches the scoring

Only decisions you make one account at a time feed the scoring calibration (see How scoring works). Bulk changes are recorded as bulk and never do: shortlisting a whole band says nothing about each account in it. Each decision shows who made it, when, its reason and whether it was a bulk change (hover the decision in the table).

Fit scores outside campaigns

On Accounts, Fit for picks a product and a purpose (sales, press, partnership…). The list then gets a Fit column with each account’s fit score for that product and purpose (an old criteria badge marks a score made with an earlier version of the fit criteria); click the header to sort by it. Min fit keeps accounts at or above a score, and Scored / Not scored yet filters by whether they have one. The choice stays in the page address, so Back and shared links keep it, and Add matching accounts to campaign adds exactly the accounts the list shows, fit filters included.

The account page has a Fit scores card with every score the account has: product, purpose, score, label, date, and the reasons behind it.

To score accounts that aren’t in any campaign, use Rank at the top of Accounts: it scores the list you see (or a sample of it) against the product’s fit criteria, with an estimate and a budget cap first. See Rank a list without a campaign.

The import result’s View these N accounts opens the list with a From import · N accounts chip: only the accounts that import created. Remove the chip to see everything again.