Tasks

Automate your follow-up


Phone

Need to make a call on a specific day? Simply add the ‘Phone Action’ to any flow. You can even add a goal, qualifiers, and script for guidance.

LinkedIn

Connect with prospects at the right
time using personalized, templated messages and connects.

Follow Up

Remind yourself to call, connect, send an email, set a meeting, or anything else you may want to take action on mid-flow.