v.1.631 ยท
Put people in the order you want to contact them
Move people up and down inside a company and inside a people list, and see the queue in the order invitations go out.
Sales
What this solves
- The order people were contacted in was set by Sales alone, with no easy way to put someone first.
- The queue didn't show people in the order their invitations would go out, and a long status stopped at 200 people.
- Lists had a row of filters that took up most of the toolbar.
What changed
- Drag a person by their handle to a new place, or choose Move to position and type a number (it works on phones and with a keyboard).
- You can reorder people inside a company and inside a people list. Companies in a campaign can be reordered the same way.
- Sales admins can reorder, and so can the salesperson who works that list or company.
- The Queued status shows people in the order their invitations go out, and long statuses now page through everyone.
- A list's extra filters sit behind one Filters button. The ones you set show as chips you can clear one by one.
Where to find it
- Sales, Campaigns: the People and Companies tabs.
- Companies: a people list, and a company's people.
- Sales, Targets: the Filters button.
Useful for
- Putting the person you most want to reach at the top before a campaign starts.
- Checking who gets invited next.
About Checkgrow
Checkgrow brings your campaigns, competitors, content, creatives and sales into one workspace, with AI that works from your own company knowledge. In Sales, you decide who is contacted first.