Dashboard & Overview

The Dashboard is your command center for outbound. Use it every morning to see what needs your attention.

What You’ll See

Follow-ups Due Today

Leads that need a follow-up email today appear at the top. You can:

• See the draft for each follow-up
• Approve and send with one click
• Skip or reschedule if needed

Follow-ups are automatically cancelled if the lead has already replied.

Recent Activity

Track approvals, sends, and replies. See who approved what, when emails went out, and when leads replied.

Campaign & Lead Metrics

Quick stats on:

• Active campaigns
• Leads in pipeline
• Replies received
• Pending approvals

Next: Managing Leads