> ## Documentation Index
> Fetch the complete documentation index at: https://docs.b2bsignals.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# People overview

> Find your way around People: the four tabs, the person panel, the bulk bar and the usual path from a new person to a campaign.

People holds everyone your sources found or you added. Use it to decide who is worth contacting, then add them to a campaign.

Nothing on this page sends a message by itself. Messages only come from a [campaign](https://docs.b2bsignals.ai/campaigns/overview.md) or from something you send on purpose.

## The four tabs

| Tab | Who is in it |
| - | - |
| **All** | Everyone, except people marked [Not a fit](https://docs.b2bsignals.ai/people/review.md#not-a-fit). |
| **To review** | People at Stage New from a source you review first. The number on the tab counts them. |
| **Ready** | People you marked Good fit. They wait here until they join a campaign. |
| **In outreach** | People at Stage In campaign, Replied, Interested or Meeting. |

A person has one [stage](https://docs.b2bsignals.ai/people/stages.md) at a time. Each person's stage decides which tab they appear in.

**To review** only holds people from sources with review on. If a tab looks empty and you expect someone there, check **All**. See [which sources wait for review](https://docs.b2bsignals.ai/people/review.md#which-sources-wait-for-review).

## The usual path

**1. Review new people**

Open **To review** and mark each person **Good fit** or **Not a fit**. See [Review people](https://docs.b2bsignals.ai/people/review.md).

**2. Add them to a campaign**

Marking someone Good fit doesn't always start outreach. Open **Ready**, tick the people and choose **Add to campaign**. See [Add people to a campaign](https://docs.b2bsignals.ai/campaigns/add-people.md).

**3. Follow the replies**

As people answer, their stage moves on its own. Use the board to work the deals. See [Stages](https://docs.b2bsignals.ai/people/stages.md).

## Open a person

Click a row to open the person panel. Use the arrows or the arrow keys to move to the previous or next person.

The panel shows their stage, why now, how well they match your ideal customer (see [the fit line](https://docs.b2bsignals.ai/people/review.md#review-a-person)), a suggested opener and their latest activity. Choose **Open full page** for the tabs **Activity**, **Company**, **Details** and **Tasks**.

![Person panel for Daniel Okafor, COO at Brightline Dental Group, Stage New, with Good fit and Not a fit buttons and a Why now card about hiring](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/people/person-panel-new.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=dbfcf98783ea610370e5e476d5a5e05c)

The person panel for someone at Stage New: Good fit and Not a fit at the top, then Why now and the suggested opener.

The main button changes with the person's situation:

| Person | Main button |
| - | - |
| Stage New | **Good fit** |
| Stage Not a fit | **Recover** |
| Already in a running campaign | **Add to another campaign** |
| Anyone else | **Add to campaign** |
| On Do not contact, or no person identified on the record | No main button |

The panel's **⋯** menu holds **Add to list**, **Watch \[first name]**, **Set owner**, **Refresh \[first name]'s data**, **Do not contact** and **Not a fit**.

Before anyone joins a campaign, the **Add to a campaign** dialog checks them. A person is in one campaign at a time, so someone still running elsewhere can be skipped with the reason **In another campaign**.

## Work on several people

Tick rows to open the bulk bar. It shows how many people you selected and offers:

* **Add to campaign**
* **Set stage**
* **Add to list**
* **Remove from list**, only while a list is open
* **More**, which holds **Tag…**, **Enrich…**, **Watch their companies…**, **Export selected**, **Remove from campaign…**, an owner to assign and **Remove owner**

**Add to campaign** and **Set stage** take up to 500 people at a time. **Export selected** takes 200. To export more, use [Export these people…](https://docs.b2bsignals.ai/people/enrich-and-export.md#export-people).

![People table with the All, To review, Ready and In outreach tabs, three rows ticked and the bulk bar showing Add to campaign, Set stage, Add to list and More](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/people/people-table-bulk.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=cc5c1fd9725a75154d17388cd0655e86)

Three people ticked: the bulk bar appears at the bottom of the list.

## On a phone or tablet

Below desktop width, People opens on **To review** when someone is waiting. **Review one by one** walks through them.

![People on a phone: To review tab with four people as cards and a Review one by one button](https://mintcdn.com/b2-b-signals-llc/u5yYe4FZtFc5vtD_/images/people/people-phone.png?fit=max\&auto=format\&n=u5yYe4FZtFc5vtD_\&q=85\&s=c65de172bb54f6058f462cdbfba2039e)

On a phone, People opens on To review with Review one by one pinned at the bottom.

To decide for several people, hold a card or tap **Select**. The pinned bar offers **Good fit** and **Not a fit** only. Use a desktop-width screen for the other bulk actions.

## Common questions

> [accordion] Where did someone go after I marked them Not a fit?
>
> They leave **All** and every other tab, but nothing is deleted. Find them through the link under the table, or choose Not a fit in the **Stage** filter. See [Not a fit](https://docs.b2bsignals.ai/people/review.md#not-a-fit).

> [accordion] Why can't I find someone on Ready after adding them to a campaign?
>
> **Ready** only shows Stage Good fit. Once a campaign takes them, they move to Stage In campaign and show in **In outreach**.

> [accordion] Is anything here sent to the person?
>
> Reviewing, tagging, filtering, enriching and exporting send nothing. Adding someone to a campaign can lead to messages, depending on how that campaign is set up. The **Add to a campaign** dialog tells you how the first message goes out before you confirm.

## Related

> [card] [Review people](https://docs.b2bsignals.ai/people/review.md)
>
> Good fit, Not a fit and what each one does.

> [card] [Stages](https://docs.b2bsignals.ai/people/stages.md)
>
> What each stage means and what moves people.

> [card] [Find and filter](https://docs.b2bsignals.ai/people/find-and-filter.md)
>
> Filters, saved views, tags, owners and tasks.

> [card] [Enrich and export](https://docs.b2bsignals.ai/people/enrich-and-export.md)
>
> Find emails, watch for changes and download people.

> [card] [Do not contact](https://docs.b2bsignals.ai/people/do-not-contact.md)
>
> People and companies nobody ever writes to.

> [card] [Glossary](https://docs.b2bsignals.ai/help/glossary.md)
>
> Product terms in plain words.


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