Projects
Shortlists
Save people to a project, then search, filter and sort the shortlist.
A shortlist is the list of people you saved for a project. Everyone you shortlist from a chat, a search or a profile lands on the project’s shortlist, where you can search, filter and sort them, look up their contact details, reach out to them, and export them.
Add people to a shortlist#
You can shortlist from almost anywhere in Ladel.
From a table of results
Press the bookmark on a row
Every people table, in a Haley chat or on People, has a bookmark at the end of each row. It reads Shortlist, and turns to Shortlisted once the person is saved. Press it again to take them off.
Or select several and press Shortlist
Tick the people you want, or use Select this page to tick everyone on the page, then press Shortlist in the bar that shows N selected.
Pick a project if Ladel asks
If the chat isn’t in a project yet, or Shortlist into on the People page is set to Ask each time, Ladel asks Which project?. Pick one, with its shortlist count beside it, or press New project. A chat then joins that project, so everyone you shortlist from it goes to the same place.
From a profile
Open anyone’s profile and press Looks good, or press A. See Reviewing candidates.
By asking Haley
In a chat, tell Haley what to save:
“Shortlist these” saves the whole table on screen. “The top N” saves the first N, up to 500 at once. If no project is chosen, Haley asks Which project should I add them to?
People, not companies
A shortlist holds people. If the table shows companies, Haley says so and offers to find people at them instead, such as their founders, plant heads or CTOs.
Adding someone who is already on the shortlist does nothing, so you never get duplicates.
Open a shortlist#
Go to Projectsyour projectShortlist, or press Shortlist under the current project in the sidebar. The heading shows how many are on it, for example Shortlist (42), and (12 of 42) when you’ve filtered it.
Search, sort and filter#
Search
Type in Search by name, company, school… to find someone on the list.
Sort
- Date added (newest): the default.
- Date added (oldest)
- Name
- Company
Filter
Press Filter. The filters are built from the people on this shortlist, and each choice shows how many people it would keep.
| Filter | What it narrows by |
|---|---|
| Company | Where they work now. |
| Past company | Where they worked before. |
| Education | Schools and universities on record. |
| City | Where they are. |
| Level | C-suite and founders, VP, Director, Head or GM, Manager, Individual contributor and so on. |
| Function | Engineering, Sales, Operations, Health and the rest. |
| Sector | Their employer’s sector. |
| Experience | Under 5 years, 5–10 years, 10–20 years, Over 20 years. Years are counted from the earliest job on record. |
| Founder | Founders only. |
Short sections show their choices as chips. Longer ones have a search box: type a few letters and pick a match. Every filter you pick appears as a chip such as Company: Apollo Hospitals ✕; press the ✕ to drop it, or Clear filters to drop them all. If nobody is left, Ladel shows No one matches. with a button to clear everything.
Filter, then act
Filters work well with the bulk buttons. Filter a list of 80 machine operators to City: Chakan, select them, and press Reach out to N to email only those.
The shortlist table#
Each row shows the person’s name, current role, company, city and outreach status, with a checkbox to select them and an ✕ to remove them. Click a name to open their profile, or a company to open the company.
Outreach column
The Outreach column tracks where you are with each person. It shows emails sent by anyone in your firm, so hover a status to see By and the teammate’s name.
| Shows | Means | What you can do |
|---|---|---|
| — | Nobody has emailed them through Ladel yet. | Reach out. |
| Queued · time | An approved email is waiting to send. | Undo it from the outreach review, until it starts sending. |
| Emailed 2h ago | An email went out. | Press Replied? when they reply. |
| Replied | You marked that they replied. | Press Book call to send an invite. |
| Call date | A call is booked. | Nothing; you’re done here. |
Ladel can send from your mailbox but never reads it, so it can’t see replies by itself. Press Replied? when someone writes back. See Booking calls.
Remove people#
Choose who to remove
Press the ✕ on a row, or select several people and press Remove N.
Confirm
Ladel asks Remove from shortlist?, with who will be taken off. Press Remove, or Cancel.
Marking someone Not a fit on their profile also takes them off, and remembers it for this project. See Reviewing candidates.
Contact details and outreach#
- Open anyone’s profile and choose email, phone, or both. See Finding contact details.
- Press Reach out to all N to have Haley write each person a personal email. Select people first to write only to them; the button then reads Reach out to N. See Reaching out to a shortlist.
- While a batch is going, a bar on the shortlist shows how many emails are being written, sent and waiting for your review, with an Open link back to it.
Questions#
What if someone leaves Ladel’s data?
They stay on your shortlist, marked as no longer in the data, so you don’t lose track of them.
Can my teammates see my shortlist?
Not yet. Projects and their shortlists are private to the person who made them. Export the shortlist to share it. See Exporting to CSV or Excel.
Can I add a note about a person?
Haley can save a short note with someone when shortlisting them, for example why they fit. Notes are up to 300 characters when Haley writes them.