v.1.603
Private outreach, automatic rep assignment and clearer training
Each salesperson now sees only their own outreach, companies can be assigned to reps automatically, and failed or finished outreach is easy to understand and fix.
SalesCompaniesBrain
What this solves
- Salespeople could see other reps' messages and comments.
- A message whose rewrite failed could not be retried.
- Posted comments and sent messages still showed "needs attention".
- Several knowledge files dropped at once failed with a confusing message.
- Assigning reps meant doing it one company at a time.
What changed
- Your outreach is yours. Salespeople see and act on only their own messages and comments. Company admins still see everyone's.
- Try again. A failed message or comment explains what happened and offers Try again, which keeps your feedback, or Delete. Items already stuck are repaired automatically.
- Clear states and filters. Items show Posted ✓, Sent ✓ and Waiting for reply, answered comments can be marked handled, and the list can be searched and filtered by date, position, reply, status and type.
- Several knowledge files at once. Drop up to 10 files; each is added on its own with a precise message if one is refused.
- Training that reads as training. Playground cards are marked Practice, nothing is ever sent, and disliked messages have their own tab with your reason.
- Automatic assignment. In Mission Control, give a salesperson industries and locations and every matching company is assigned to them, now and after new research. Active customers, avoided companies and companies removed by hand are skipped.
- Bulk assign. Select companies in Track and assign or unassign a salesperson in one step.
- Steadier research. Decision makers are saved even when one LinkedIn source is slow, and recently failed Website and Competitor research runs again.
- Smaller fixes. Each country appears once in location pickers, the audience dialog no longer jumps, company search keeps what you type, and one LinkedIn connection per workspace is explained everywhere.
Where to find it
Sales → Messages; Target → Track → Mission Control; Sales → Brain.
Useful for
- Teams with several salespeople who need private pipelines.
- Sales leads who split a market by industry or country.
About Checkgrow
Checkgrow is the AI growth platform for SMEs: it researches companies, scores them against your ideal customer profiles and hands the right targets to the right sales rep, all in one workspace. Learn more about