A day of outreach, in your pocket.
Follow along in the order a new user would: set up your team, load your book, work your first lead, then stay on top of it. These are the real screens, with a quick note on how to use each one.
Start by adding your team.
Invite your reps and teammates from the Team tab. Each person gets their own invite and a role: Member, Editor or Admin. Everyone shows up in one list with their role.
Upload your prospects and partners.
Bring your whole list in with one CSV. Download the template, fill it in with Numbers, Excel or Google Sheets, and upload it. You see how many records are ready before anything is imported.
Scan a card. Skip the typing.
Capture a new business from its business card. The scanner reads the card and offers each field for review, so adding someone takes seconds.
Let Google fill in the gaps.
Capture suggests matching businesses from Google. Pick one and it shows what Google has next to what you have. Empty fields are ticked for you, your existing values stay put unless you choose them, and nothing saves until you tap Apply.
Tap an icon. It’s logged.
Your new business is in the list with five QuickConnect icons. Tap one and the call, text or email opens, and the touch is logged for you. The days since your last touch start counting from zero.
Start with your week.
Open the Dashboard and your week is already laid out: rings for calls, texts, emails, visits and follow-ups, your sales-cycle totals, leadership’s priorities, and a Today list of what needs you.
Know who’s gone quiet.
Each row shows the days since your last touch, with a bar that fills as the gap grows. Up to 7 days is fresh, 8 to 14 is aging, and 15 or more is cold.
Line up the day’s stops.
Add businesses to My Route and TCL Outreach puts them in the best order, suggests nearby Focus businesses worth adding, and hands the route to Apple Maps, Google Maps or a texted list.
Keep partners close.
Switch the list to Partners to see the months left on every contract and who’s due a Quarterly Strategy Meeting. The Dashboard’s Today list calls out renewals inside six months and QSMs coming due, and each partner record keeps its contract dates.