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Quick Add Prospect
First Name *
Last Name *
Company *
Select existing or type new name
Email
Phone
LinkedIn URL
Cadence
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Optional - enroll in outreach cadence
Start Date
Required if adding to cadence
Quick Add Candidate
First Name *
Last Name *
Email
Phone
LinkedIn URL
Key Skills
Tags
Quick Add Company
Company Name *
Phone
Email
Website
Address
City
Province
Industry
Notes
Quick Add Cadence
Cadence Name *
Description
Share with team
After creating the cadence, you can add custom touchpoints from the Cadences page.
Schedule Meeting
Select Prospect *
Choose a prospect...
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Meeting Title *
Meeting Type
Discovery Call
Product Demo
Follow-up
Closing Meeting
Other
Date *
Time
Location / Meeting Link
Agenda
Log Activity
Activity Type *
Select type...
Call
Email
Meeting
Note
Task Completed
Other
Log Activity For *
Company
Contact
Company Name *
Type a new company name to create a new company profile
Select Contact *
Choose a contact...
Description *
Schedule Task
Task For *
Company
Contact
Select Company *
Choose a company...
Select Contact *
Choose a contact...
Task Type *
Email
Call
LinkedIn
Meeting
Other
Due Date *
Task Name *
Notes
Send Email
Send To *
Select a contact...
Email Address *
Sync
Check "Sync" to update the contact's email on file
Use Template
Write custom email...
Subject *
Message *
Click to insert:
{first_name}
{last_name}
{full_name}
{company}
{title}
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