Pipeline and outreach

Companies, contacts, deals, and email.

• Add companies and contactsAdd a company or a contact by hand, or import a CSV of contacts and the companies they work for in one pass.4 min read
• Track a deal from prospect to wonOpen a deal with a company, move it through the stages on the board, and mark it won to create the draft agreement.3 min read
• Connect Gmail or OutlookSend outreach from your own Gmail or Outlook mailbox instead of your workspace address, and read replies in Outreach.2 min read
• Search and jump with ⌘KPress ⌘K (Ctrl+K on Windows) to jump to any page, start an agreement or company, ask Flo, or search a brand portfolio.2 min read