My targets
The companies you're working and where each one stands. SmartSend emails, replies and meetings move them along on their own, and anything new at one of them shows up on your dashboard.
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Three ways to start:
- From your dashboard: press Add to targets on any lead in Today, or just SmartSend someone. They're added automatically.
- Type a name in the box above.
- Import your spreadsheet. A CSV with a Company column is enough. Optional columns: Contact, Title, Email, LinkedIn, Stage, Value, Next step date, Notes.