All releases

v.1.619

Sales: stop anyone in one click, clearer follow-ups and role priorities

Reps can stop outreach to a person or a whole company, see what happens next and when, and choose which roles are contacted first.

Sales

What this solves

  • There was no way to stop writing to a person or a whole company.
  • Drafts sat in Needs you for weeks, and nothing said what would stop a follow-up.
  • Statuses gave dates without reasons, and an approved comment still read "waiting for you".
  • A very active person could be contacted before the role you care about most.

What changed

  • Stop menu in Messages, My targets and on a person's page: Pause, Done with this person, Not the right person, Done with the company (with Undo) and Never contact.
  • Skip on every draft, with its age. Unapproved follow-ups are dropped after 14 days and close as No reply; an unapproved first message is rewritten with your latest Brain instead.
  • Drafts follow your own rewrites: the Brain now learns from the messages you edited and sent, a rule you teach replaces older lessons that disagree, and Grow copies a message you paste as an example.
  • Follow-ups settings: none, one or two, how long to wait and when to close. Messages you wrote yourself, earlier ones included, now count.
  • Needs you by kind: replies, first messages and follow-ups, each with its age.
  • Why and when. My targets says why each invitation waits and when it goes out; comments and conversations show what was sent.
  • Role priorities. Group your ideal customer profile's roles into priority 1, 2, 3 or referral only; priority 1 is contacted first.
  • Where you fit opens in full on the person's page.
  • Your Brain, your rules. Keeping a Brain suggestion on your own Brain adds it for you only.
  • My work in Messages shows only your own conversations.
  • First message after a connection no longer waits on an unapproved comment.
  • Every workspace now uses the new Sales; old links still work.

Where to find it

Sales → Messages, My targets and a person's page; Sales → Settings → Follow-ups; Knowledge or Companies → an ideal customer profile → Who we contact first.

Useful for

  • Reps dropping a person or company without fuss.
  • Managers who want outreach to start with the right role.

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

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