Signals · intermediate · for vp-marketing

A tier helps organize attention. It is not proof that a company is qualified, that its contacts are verified, or that it is ready for outreach.

Start with existing records

Open Lists or Companies. Review the account details, saved-list context and any available fit or score explanation. Keep a list's priority tier distinct from a computed score and from a human qualification decision.

Conversation users (viewers) can read permitted records. They cannot import or edit the list, change tracking or enrich companies.

Import an explicit priority list

Members with feature-use permission, and admins or owners with the relevant permission, can open Add companies or people. The company-list flow lets you inspect detected columns and map source tier values to T1, T2 or T3. Check the mapping and default tier rather than assuming the source file uses TipOff's labels.

Review the rows and any tracking or playbook choices before importing. A completed import means records were imported; it does not prove a scoring run, CRM sync or outreach action succeeded.

Review fit and next steps separately

Use your workspace Brain to understand the intended buyers and buying clues if your role permits it. A missing fact stays unknown. If a tier and the source evidence disagree, review the record rather than treating the label as a guarantee.

Choose enrichment, tracking or a CRM action only through its own permitted workflow. Ask an admin about unavailable controls. See Enriching contacts and Roles and permissions.