Pulls the most recent platform-outbound email for this contact, then bumps it on the cadence above.
Sends a direct ask with the calendar link from your Settings. Single send (not a sequence).
Templates support <<first_name>>, <<company>>, <<title>> merge tokens. Follow-ups auto-pause if the contact replies.
Pulls the current deal's main prompt, tagline, ICP, and landing page URL from the campaigns table and uses them as the email brief. Email 1 fires ~30 sec after enroll. Each subsequent email lands on the next Tue/Wed/Thu 10am or 1:30pm ET slot.
Configure Pipeline Stages
Rename labels, change colors, adjust probability multipliers (used for PWV math), or mark stages as terminal (no further movement).
Stage keys cannot be changed — they are referenced by tags on every contact already in your CRM. Only display labels change.
OrderLabel · KeyColorMulti %End?
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Contact
LinkedIn—
Email—
Phone—
Location—
Industry—
Deal Context
Stage
Score (this deal)
All Scores—
Tags—
Engagement
Emails Sent0
Opens0
Clicks0
Last Emailed—
Last Opened—
Last Responded—
Call Attempts0
Last Called—
Profile
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Activity
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Email
Log Call / Set Priority
Set this contact's call-list tier (used by the Calls page dialer queue), or jump straight to the dialer.
Edit Contact
Add Contact to Deal
Search existing CRM contacts. To add brand-new contacts not yet in the CRM, upload them via the Contacts page first.
