Follow-up Desk Sales Pilot

Human approval required. No messages are sent automatically.
Help

Sign in

Use the account provisioned for your organization.

Get started

Start with a small CSV import, then review the results in Leads and Customer 360.

  1. Import a CSV file using the CSV template.
  2. Review imported leads.
  3. Open a lead to see Customer 360.
Read the quick help guide
Opportunities0
Pending drafts0
Open reminders0
AI Sales AssistantNot enabledAI analysis service is not enabled for this Pilot.

Organization

CSV import

Headers: company, contact, email, title, opportunity, stage, amount, note, next_action_at

Today workspace

Reminders

Import or select an opportunity to open Customer 360.

Leads

Search and review the opportunities in your workspace.

Tasks

Create task

Customers

Contacts

Account security

Changing your password revokes all other active sessions.