Create the operating structure
Start with a Client. Add a Project. Define a Target with a search string, daily goal, criteria groups, status, and assigned sourcers.
How Track works
Track organizes the operating sequence so the work can move fast without losing its history: define the work, execute it, review it, and learn from the outcome.
Start with a Client. Add a Project. Define a Target with a search string, daily goal, criteria groups, status, and assigned sourcers.
Sourcers work assigned targets in the extension and record profile decisions with the context needed for review.
QA reviewers work through pending decisions and use the same criteria to approve, reject, or return a decision.
Admin and operations use outcomes, assignments, duplicates, and audit history to refine the next project and target.
Why the sequence matters
Track keeps the context visible at each transition. That reduces the gap between what the client needs, what sourcing finds, what QA verifies, and what Admin can explain later.