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Ask Fundz

Managing targets with Ask Fundz

Update your pipeline in plain language. Type into the Ask Fundz bar at the top of your dashboard and Fundz does it, without you opening a single page.

Things you can say

  1. 1
    "What's on my plate today?" Your Today list: replies first, then follow-ups due, then news at your targets, then new leads.
  2. 2
    "Add Stripe to my targets." Adds the company at To contact. Add a reason if you like: "add Stripe to my targets, they just hired a new CFO".
  3. 3
    "Move Acme to Meeting." Changes the stage. Works with any stage: To contact, Contacted, Replied, Meeting, Won or Lost.
  4. 4
    "Remind me to follow up with Acme next Tuesday." Sets the next step and date. It shows on Today when it's due.
  5. 5
    "Acme is worth 20,000." Sets the deal value.
  6. 6
    "Note on Acme: they want a proposal after the board meeting." Saves a note to the company's timeline.

You can combine them: "move Acme to Meeting, it's worth 15k, follow up Friday". Fundz replies with what it changed.

Nothing gets duplicated

If a company is already in your targets, Fundz tells you its stage instead of adding it again. If you ask to update a company that isn't in your targets, Fundz offers to add it first.

More about Ask Fundz

Ask Fundz can also find companies, explain a lead and change your targeting. See Ask Fundz (Command Bar).