Your sales inbox, tasks, pipeline, leads, lists, website visitors and reports.
Inbox
Emails and tasks that need you, in one list. Filter with Everything, Emails or Tasks.
Click New task to add a to-do. Mark items done, snooze them until tomorrow or for a week.
Done and Upcoming show finished and snoozed items.
Opportunities
Open Opportunities and fill in New opportunity: contact, company, value, currency and stage.
Click Add.
Move deals between In conversation, Meeting booked, Proposal sent, Won and Lost as they progress.
Leads and lists
All leads: search everyone in the workspace by name, company, title or email, and filter by table or owner.
Lists: click New list to make one, or Open to add, edit or delete the people in it. You can also rename and delete lists.
Every lead needs a first name, last name and email.
1 New list. 2 Open a list to add, edit or delete people.
Campaigns and agents
Campaigns: your campaigns with sent, replies and reply rate.
AI sales agents: the agents you built, and a link to make a new one.
Website visitors
Open Website visitors and click Get my snippet.
Add the snippet to every page of your website.
See which campaign leads and which companies visit your site, and which pages they view.
Reports
Replies received, tasks done, won deals, open pipeline and website visits for the last 7, 30 or 90 days, with the pipeline by stage and replies by type.
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