Follow daily Sales progress and refresh pending drafts
Sales adds a daily progress chart and clearer ways to teach the Brain and refresh work that still needs approval.
What this solves
Current pipeline totals do not show when progress happened. New writing guidance also needs a clear route into pending drafts, without changing outreach that has already been approved or sent.
What changed
- Daily target progress shows the first recorded milestone for each target, grouped by day in UTC. Choose a date range and which milestones to display.
- Regenerate pending drafts asks for confirmation and replaces eligible unapproved messages and comments. Replacements still need approval, and existing generation charges apply.
- Choose Rules & knowledge or Conversation when importing a Brain file, so writing guidance is distinguished from the salesperson's own examples.
- Generation waits while knowledge files are processing and reports when active guidance is too large to use completely.
- Audience settings, lessons, reference messages and training have a simpler layout with improved mobile controls.
Where to find it
Open Sales and select a salesperson. Find Daily target progress with their targeting information, Regenerate pending drafts in Outreach, and the learning controls in Brain.
Useful for
Salespeople and managers reviewing daily progress or updating writing guidance while keeping approval in their own hands.
About Checkgrow
Checkgrow brings company knowledge, marketing and Sales into a shared workspace. Sales helps each representative prepare outreach with a consistent voice, review proposed work and understand how relationships are progressing.