Dashboard
What's due today, what's coming up, and your meetings this week.
| Company | People | Furthest status | Next follow-up | Last contact | Market | Owner |
|---|
| Email domain | People | Company name on file | Furthest status | Next follow-up | Last contact | Owner |
|---|
| Name | Status | Next follow-up | Last contact | Source | Market | Owner |
|---|
Lead Activities
| Campaign | Status | Leads | Sent | Opened | Replied | Meetings | Started |
|---|
← Back to My campaigns
New campaign
Campaign details
Used for {Market Name} in your emails and for reporting.
Add leads
Drop a CSV or Excel file here, or
.csv, .xlsx or .xls · first row should be column names
.csv, .xlsx or .xls · first row should be column names
Match your columns
| Column in your file | Example | Save as |
|---|---|---|
| First Name | Rachel | |
| Last Name | Stein | |
| Email Address | rstein@steinlegal.ca | |
| Firm | Stein Legal | |
| Phone | (416) 555-0182 | |
| Province | ON |
108 new leads will be added and assigned to you
4 are already your leads and will be added to the campaign
2 belong to another salesperson and will be skipped
3 have missing or invalid emails and will be skipped
1 is unsubscribed and won't be emailed
Write your emails
Quick start:
Stop sending to a lead when
Review and launch
Times follow each lead's time zone. A daily limit keeps your Gmail account in good standing.
When a lead replies
Their status changes to Replied and a follow-up is set for the next day, so they show up on your dashboard.
Sales generated
$237,100Total this year (CAD)
$33,200This month
49Deals won this year
$4,840Average deal size
Sales per person This year
See full reportYearly sales
See full reportPipeline and activity
48New leads assigned
4hMedian time to first contact
82%Follow-ups on time
9Quotes sent
4Deals won
Pipeline by status Leads open right now
See full reportFollow-ups on time Per salesperson
See full reportWhy deals were lost
See full reportYour reminder rules
When you change a lead's status, your next follow-up is set automatically. You can always change the date by hand.
| Status | Follow up after |
|---|
Your connected accounts
Connect the accounts you use for sales. Emails, meetings and messages with your leads are added to their activity automatically.