Follow-ups and alerts
Nothing you meant to come back to slips
Dated follow-ups that return on Today, a watchlist that tells you when an account or line changes, and a daily email at the hour you pick.
How it works
- 01Log a call and choose to follow up in 7, 14 or 30 days. On the day it is due it shows on Today; once overdue it moves to the top of Tasks.
- 02Watch an account or a product line. You are told in the app when its level changes, a large order arrives, a follow-up is due, or an account stops buying a watched line.
- 03Each person picks the hour their daily list arrives by email.
Who uses it
- Reps
- Follow-ups on their own accounts and alerts on what they watch.
- Sales managers and owners
- Watch the accounts and lines that matter most.
In the help center
- Follow-ups and tasks Set a dated follow-up on an account so it comes back to you on Today.
- Watchlist and alerts Watch an account or a product line and be told in the app when something happens.
- Contacts The people at each account, with tap to call and tap to email.
Every feature is on every plan. See pricing.
The rest of the product
Daily listEach morning, the accounts that broke their patternReplaySee what the rules find in your own historyAlloAsk about your book in plain wordsScorecardsHow every account, rep and team is doing, in partsTeam and rolesEveryone sees the part of the book that is theirsGrowthWin back, ramp up and grow the accounts you haveProduct lines and clustersCatch the account that stopped buying one thingData health and activityKnow the data is right, and who changed what