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Overview

Syncing
Revenue$0Win rate —
Closed deals0Close rate —
Delivered emails00 replies · Reply rate — · 0% delivery rate · 0 bounced
Appointments0Book rate — · Show rate —

Pipeline

Active campaigns

Inbox

Sent

Pipeline includes verified leads only. Value is illustrative, not revenue. Older manual stage changes were not recorded.0 connected inboxes
Import
CompanyNicheEmail / phoneContacts
◎No companies yet

Add a contact or import a CSV to create your first lead.

Draft campaigns remain inactive.

No campaigns yet

Create a campaign to choose your sender, leads, emails, and schedule.

0 leadsVerified leads and leads added from Sourcing · illustrative value per lead.
Total pipeline value$0
▦No matching leads

Change the search or niche filter to see more of your pipeline.

← Calendar

Profile

TimezoneUsed for dates and reporting.

Sales estimates

Invoicing

Meetings

Summary instructions
Schedules with custom instructions use their own. Existing appointments keep their saved instructions.

Microsoft

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Outlook and Microsoft 365 email

Stripe

Stripe

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Invoices and payment links

Google Calendar

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Calendar access for scheduling

Twilio

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Phone numbers for Paradialer

DocuSign

DocuSign

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Electronic signatures · Bring your own integration

Fortnox

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Connect your Swedish business account

Email

Add contact

Import contacts

Required columns: first_name, email, company, website, work_personalization.

Import leads & contacts

Choose a UTF-8 CSV, map its columns, then review the rows before importing. Each row creates a lead and can include a linked contact. Company fields may stay empty.

Name email

Campaign routing

Map sequences to leads

Connect campaign emails to lead information. Use + for another route; add more emails in Sequences first if needed. Every selected lead needs at least one route.

Add form field

Book appointment

New event

When

Delete event?

Move recurring event

Which occurrences should change?

Moving this and following events splits the series in Google Calendar and resets any separately edited future occurrences. Complex series are not supported yet.

Send all drafts for this template?

This sends real email immediately.

Only the reviewed email drafts listed below will be sent. Suppressed contacts are always excluded.

Template variable

Email preview

Preview only—nothing is sent. This is a sample for this template, not a queued send.

Employment agreement

DocuSign
Recent agreements · 90 days
Link an older agreement

Invite user

Can work in the workspace.

Remove member