When a cold-outreach candidate replies with genuine interest, they appear in Today, under Decide, in Campaign replies, with their reply and a classification badge. You read the reply, then either take over the thread or mark the lead Not a fit.
Each lead card shows:
- Who they are — name, headline, location, current employer, LinkedIn profile
- The reply itself — the actual message they sent, plus the full email thread
- A classification badge — only warm classifications (interested, meeting request) reach this queue; everything else is filtered out upstream
The current employer is shown for a reason: cold outreach is confidential (a neutral platform identity, never your agency's name), so nothing has been revealed to anyone yet. The "is this person at one of my clients?" call is yours, made here at review — before your agency enters the conversation.
Clicking Take over CCs your handoff email into the live thread — the candidate sees a natural continuation of the conversation, and you take over from there in your own inbox.
- Open the lead and read the reply and thread
- Click Take over and confirm
- Watch your inbox — you're CC'd into the live email thread
- Reply from your own mailbox and run the relationship: screening, submission, interviews
Not a fit marks the lead as consciously reviewed and closed. Their sequence already stopped the moment they replied, so dismissing sends nothing; it just clears your queue. The person stays in your candidates, under Past candidates.
Speed wins placements, so a daily clean-up closes leads nobody is moving:
- A thread you took over closes after 7 days with no movement. PlacementFlow can't see what you send from your own inbox, so this is the only signal it has.
- A reply that got the screening link closes only after its one reminder has gone out and the candidate has had 5 days to answer it.
- A reply that got no link closes after 7 days.
- Nothing closes while you owe a decision, or while a reply waits on your answer. Anything else closes after 21 days at most.
A closed lead moves to Past candidates, and your admins get a notification with the count. The candidate record is untouched, and you can always pick the thread back up from your inbox. The queue stays a to-do list, not a graveyard.
- Classifies every reply so only genuinely warm responses reach this queue.
- Halts the candidate's remaining follow-ups automatically on any reply.
- Keeps cold outreach confidential: it goes out under PlacementFlow's neutral platform identity, and your agency is never named until you take over or introduce yourself (or set the campaign to introduce you on an interested reply), so nothing is exposed before you decide.
- You decide every take-over, including the judgment call on candidates who work at your own clients. No candidate moves toward a client without a human clicking the button.
- "This lead's reply was not classified as interested" — the reply classification isn't warm; read it yourself before considering a manual approach.
- "This lead is already being handed off" — the handoff fired twice (double-click or second tab); the first one won, and the CC is on its way.
- No CC arrived — check the campaign's handoff email address in the campaign settings; that's where the CC goes.