Stairoids is a self-learning system. The more clearly you indicate which companies and contacts matter to you, the more intelligent and precise the platform becomes. This article explains how to assign accounts and contacts, create smart filters, and use new features to improve your day-to-day workflows.
📌 Why Assigning Matters
Assigning accounts and contacts helps Stairoids learn your Ideal Customer Profile (ICP) and your actual Buyer Personas.
✅ Benefits:
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Trains the system on who is relevant for you
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Sharpens scoring and signal prioritization
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Improves your feed and suggested actions
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Speeds up identification of in-market buyers
Without assignment, Stairoids can’t fully optimize signal detection and outreach recommendations.
⚡ 5 Ways to Assign Accounts & Contacts
We’ve made assigning faster and smarter. Here’s how:
1. Pre-Assign via View Analytics
Use the analytics on your company followers and visitors to assign personas in bulk before they even show up in your daily feed.
2. Manual Assignment with Auto-Assign
Approve or assign manually, and the system will remember your logic to automate similar future cases.
3. Bulk Assign with Filters
Create a custom filter (e.g. “website visitors with >100 IWS in last 7 days”) and assign all matching accounts in one click.
4. Assign Buyer Personas via giving Hearts ❤️
Use hearts to label contacts in the buying unit you want to influence — the system uses this for personalized marketing follow-up.
5. Use Extra Assign Labels (NEW)
Besides statuses like approved, blocked, or customer, you can now add custom labels such as:
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Supplier
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Distributor
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Partner
Great for segmenting beyond intent-based logic.