Getting started
From your order history to your first daily list.
Load your order history: an export of sales or invoice lines from any system, CSV or Excel, on Imports; or connect QuickBooks Online, or Odoo when it has been turned on for you. Two years of history is ideal.
Check the columns we matched and approve the import. Nothing is written until you approve it.
Replay runs the same day and shows what the rules find in your history. From the next morning, Today lists the accounts that broke their pattern.
Invite your reps, assign their accounts, and pick the hour your daily email arrives.
- Where
- Imports, Replay and Today.
- Who
- The owner, then everyone they invite.