All releases

v.1.612

See every company Sales reaches, and take open ones

My targets has a new All companies view: every company Sales can reach, who works it and how it is going, with filters, search and sorting. Salespeople take open companies from there.

Sales

What this solves

A salesperson saw only their own companies. They could not see which companies a colleague already works, how the rest of the team's accounts are going, or which companies nobody has taken yet, except through a short list of suggestions.

What changed

  • My targets now has two views: your own targets (your companies in the order invitations go out, each opening to its people) and All companies.
  • All companies lists every company Sales can reach, with its stage, its people by status, its priority and who works it.
  • Filter by who works it (anyone, nobody yet, you, or a colleague), by stage, by priority and by industry, or search by name or industry.
  • Sort by priority, name, number of people or how far outreach has gone, from the column headers.
  • "Open to take" shows the companies nobody works yet. Take one and it becomes yours: its people join your targets in the company's order, exactly as from "Take more companies". A colleague's company is shown but cannot be taken.
  • Open any company to read its report without leaving the list.

Where to find it

Open Sales, then My targets, and choose All companies.

Useful for

SDRs looking for their next companies, and teams that want to see who works which account.

About Checkgrow

Checkgrow brings company knowledge, marketing and Sales into a shared workspace. Companies finds and follows the organisations that fit your ideal customer profile, and Sales reaches the right people there in each rep's voice.

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