Close
Get ready for the conversation
Read contact and opportunity context
Retrieve contacts, opportunities, notes, and email or call activities to prepare a useful sales brief.
Review your opportunities
List opportunities and their aggregate values to assemble a pipeline snapshot.
Follow through in your CRM
Capture new leads
Create a company lead with its contacts, addresses, and starting status.
Record calls and create tasks
Log call details and add dated follow-up tasks associated with a lead.
Prepare and send follow-up messages
Create email and SMS activities, including drafts and send-capable modes supported by the connected account.