Work your leads on the go

The leads board and the opportunity scout from the web are on your phone. Both open from your organisation or team dashboard, under Pipeline. With an organisation active you work its pipeline, otherwise your active team's.

Move a lead

Leads shows a column per stage. Search by title, company or contact. Each row shows the company, the person and the next action date, in orange when it is overdue. Tap a lead to move it to another stage.

Find opportunities

1. Open Find opportunities.
2. Pick the artist, what you are after, where and when, and any limits.
3. Run it. Turn on Run again weekly to keep it running by itself.

Suggestions appear within a few minutes. Tap one to see why it fits, how the artist is connected, the contacts found and a drafted first message you can copy.

• Add lead puts it on the board with a follow-up for tomorrow.
• Skip keeps it from coming back.

Saved searches sit at the bottom with their last run and a Run again button.

Nothing is sent from the app. The scout finds and drafts; you reach out.

Related

• Opportunity scout
• Organisation leads