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Overview

The import detailed view allows you to inspect all contacts that belong to a specific import. You can access it from the Imports overview by clicking on any import—whether it’s in Draft, Running, or Completed status. Once opened, the detailed view shows a list of all contacts in the import and their current status in the qualification pipeline. This view helps you monitor the outcome of the qualification rules you’ve configured and gives you control to make manual adjustments if needed.

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Contact statuses explained

Every contact in an import can be in one of three states:
  • Scheduled: Contact has been imported but not yet processed or qualified.
  • Qualified: Contact meets the criteria set in the qualification rules.
  • Unqualified: Contact does not meet one or more of the qualification conditions.

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Qualification logic

Qualification is driven by the qualification rules and questions defined in the import settings. FirstQuadrant evaluates each contact step-by-step against these questions.
  • Early stopping: The qualification process stops as soon as a disqualifying answer is found. To conserve credits, any remaining questions are skipped.
  • AI rationale: On the right-hand side context panel, you’ll find an explanation of the final qualification decision. This includes:
    • A checklist summary of all qualification criteria.
    • A breakdown of each answered question.
    • Tooltips (hover over the “?” icons) that explain how the AI reached its conclusions.

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Manual override

You can override FirstQuadrant’s qualification decision manually:
  • Use the toggle switch next to a contact’s status to mark them as Qualified or Unqualified.
  • This can be helpful if you know a contact should be included or excluded based on external knowledge not captured by the AI.

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Editing qualification criteria

To change the logic used for qualification:
  1. Click the Edit import button in the top right corner.
  2. This brings you back to the import setting view, where you can update your qualification questions and logic.
  3. Any changes will affect newly processed contacts or require reprocessing of existing ones.

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Context panel

The context panel on the right shows a brief snapshot of the contact and their company, including:
  • Name, job title, and company
  • Location
  • Links to their LinkedIn, company website, or other social media
  • Year founded and other company metadata (if available)
Info: This information is limited for contacts who are still in the Scheduled state, as full enrichment occurs after qualification.
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