Campaign CRM

People to meet

Export CSV

Top targets

Working thesis

Database

Prospects

Export JSON
PersonTrackWhy nowScoreStatusNext action
Pipeline

Outreach status

Move each person from research to a clear next step.

Phone view

Briefs

See the opener, ask and notes for each high-priority person.

Feedback

Feedback

Capture the questions, metrics and milestones that repeat across meetings.

New record

Add prospect

Pick a name to add someone who is already in another campaign.
Campaign

New campaign

Appears in the page address. Leave it blank to build one from the name.
Sets the vocabulary a new campaign starts with.
Sits under the dashboard heading.
Separate them with commas. Each track gets a color and a dashboard tile.
One per line. The order here sets the status menus.
One column per line. Write the label, a colon, then the statuses it holds, separated by commas.
Separate them with commas. Contacts in one of these count as closed and no longer appear in the briefs view.
Gets a tile of its own on the dashboard.
Archived campaigns drop out of the switcher once you leave them.