With Agents, Sales Managers can give their teams and key deals more attention.
Show which newly emailed leads still need an owner's personal reply.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
Add qualified prospects to the CRM for reps to follow up.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Place eligible leads and tailored drafts in campaigns for review.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Schedule the team's approved first emails and report exclusions.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
Show which reps have delivered leads awaiting personal follow-up.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
Track which final prospect notes went out and which threads need review.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
Mark sales leads ready for reps and flag routing exceptions.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
Build a deal report for the requested stage, owner, and close dates.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
Keep reps' early lead conversations moving toward a next meeting.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Give reps first email drafts with the account reason behind each one.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Review new territory prospects and possible account matches.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Review sourced prospect shortlists for each sales targeting brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.