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Keep or discard a candidate

About 2 minutes

Decide whether a sentence is a real promise: keep it, edit it first, or discard it with a reason that teaches the queue.

Transcript, 30 seconds

Every candidate is a proposal. A person decides.

Read the exact sentence, who said it and when it is due.

Press Keep when it is a real promise, or Edit to fix it first.

Discard with a reason: already happened, or the customer asked and we did not promise.

Kept promises join the ledger with their quote and owner.

Captions on by default. Made from this page’s steps, with demo data only.

Before you start

  • Candidates in the inbox, from mail or a paste

Steps

  1. Read the quote. Each card shows the title, its ref, how firm it is, the exact sentence in the customer's thread, who said it and when it is due.
  2. Keep it. Press Keep when the sentence is a promise your team made. On an exploratory card the button says Keep anyway.
  3. Edit before keeping. Press Edit to fix the Title, Owner, Due date or Strength, or to tick Blocks a deal, then press Save and keep.
  4. Discard it. Press Not a commitment, or Another reason and pick one: Already happened, The customer asked, we did not promise, Duplicate, Wrong account, or Something else. Then press Discard.

What success looks like

  • The card leaves the inbox and the count in the title drops by one
  • A kept promise appears on the ledger with its quote and owner

Troubleshooting

A kept promise is not on the ledger
Exploratory promises are kept but left out of the ledger. Edit the strength to firm or soft if it is a real commitment.
You kept the wrong one
Open it on the ledger and press Withdraw in the Decide panel. The history keeps both decisions.
Work the inboxClear the queue of candidates each day with filters, the keyboard and Keep all firm, so the ledger stays current.5 minutes a dayRead the ledgerFind any kept promise, filter to what is late or blocking, and open one to link work, move its date or withdraw it.4 minutesBlocking dealsMark which promises hold up a deal, so the ledger and gaps rank work by the pipeline waiting on it, each deal counted once.4 minutes