v.1.616
Sales Home shows what runs on its own, step by step
Sales Home now says clearly whether people are being warmed up, invited and messaged on their own, waiting for your approval, or paused.
Sales
What this solves
It was hard to tell from Home whether Sales was actually sending invitations or warming people up. The status at the top could still read "running" after sending had been switched off or stopped, and whether comments and messages waited for approval appeared nowhere on Home.
What changed
- Every step on the line. On Who is moving, each step sits on the line it moves people along: warm-up, invitations, first message and follow-ups. Each one reads Automatic, Asks you or Paused, and the line is drawn to match.
- Change it in place. Click a step to see what it does right now, for example how many invitations went out today, and switch it. Invitations without a note never need approval, so they are either automatic or paused.
- Warm-up off is visible. When a salesperson skips warm-up, the warm-up stage stays on the line, greyed and marked Off, and can be turned on from there.
- An honest status. The top of Home now says when invitations are paused or the emergency stop is on, with the button to turn sending back on.
- The whole team at a glance. With everyone selected, each step shows when salespeople differ and lists who runs it which way; pick a salesperson to change theirs.
- One by one, with the whole conversation. Each card shows the conversation so far, the person and their company beside it, and Previous and Next to move freely, also with the arrow keys.
- Generate with Grow. The reply box in Messages has one AI action: on an empty box Grow writes the answer in your voice, on your own words it edits them.
- Old invitations, per salesperson. Invitations older than a salesperson's withdraw setting show on their own Home, with Withdraw or Dismiss.
Where to find it
Sales › Home, on the Who is moving card. Sales › Messages for the reply box.
Useful for
- Salespeople who want to know at a glance what goes out in their name and what waits for them.
- Sales leads who want to see which salespeople run each step automatically, ask first, or are paused.
About Checkgrow
Checkgrow brings company knowledge, marketing and Sales into a shared workspace. Sales helps each representative reach the right people at the right companies, and its Home shows at a glance what runs on its own and what waits for you.