Notifications
What needs a person, what just happened, and what is coming up. The same items reach the team's phones as push alerts.
Lead alerts on this phone
On. You get a buzz for new paid-ad leads, interested replies and booked calls.
Daily digest
3 calls today, 6 things need a person, 4 leads going cold.
Sent 3h ago · briefs ready for 3 of 3 calls
Today's calls
- Kendall Chen · 10:30
- Sage Lindgren · 13:00
- Reese Delgado · 16:15
Deals needing attention
- Marlowe Novak · 6d late
- Casey Brennan · 4d late
- Tatum Farro · 4d late
Going cold
- Rowan Wexley · Vantage Clinics
- Jules Sorensen · Driftwood Apparel
- Harper Novak · Driftwood Apparel
Needs your attention · 6
Set the outcome for Micah Lind
Discovery call, Fieldstone CapitalSet the outcome for Casey Holloway
Discovery call, Westgate Dental GroupSam Pruitt missed the call
Send new times, 2 days agoMarlowe Novak is cooling
Discovery call done, 6 days without a touchOver the 5-day contact limit: Rowan Wexley
Replied, Vantage ClinicsOver the 5-day contact limit: Jules Sorensen
Replied, Driftwood ApparelRecent and upcoming · 5
New paid-ad lead: Noel Ross
Pinecrest Realty, opted in 12m agoNew paid-ad lead: Rory Mensah
Keystone Fabrication, opted in 47m agoSydney Zhou booked a sales call
Tomorrow at 9:30Brooke Gallagher booked a sales call
Tomorrow at 15:00Call with Kendall Chen at 10:30
Nimbus Cloudworks, brief readyDone · 2
Call with Sage Lindgren at 13:00
Granite Peak Legal, brief readyCall with Reese Delgado at 16:15
Ironclad Payroll, brief ready