Picked by hand; overrides the automatic timing. Clear it to go back to the schedule.
Log Activity
Pick the day to follow up next β a calendar opens. Leave it blank to use the usual sequence timing.
When should you follow up next?
ROI Settings
Automatically added to the bottom of every email sent or drafted from the CRM (Compose, and the Prospects sequence). To make a link show custom text instead of the bare URL, write it as [link text](https://...). Doesn't affect emails sent normally from Gmail itself β that has its own separate signature setting.
Adds extra fields to every account's edit form. Renaming a field here won't move its saved data to the new name.
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Customize Dashboard
Drag to reorder, uncheck to hide. Saved to this browser only β everyone else's dashboard is unaffected.
Data Backups
A snapshot of the entire shared CRM is taken automatically before every save. Restoring replaces ALL current accounts, deals, activities, and settings with the snapshot below β it's itself saved as a new backup point first, so a restore can always be undone too.
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Import Prospects
Pulls in the prepared outreach lists already on file for these four locations β skips any organization already in your Accounts.
If you imported prospects before addresses were added, this fills them in for matching accounts β won't overwrite anything you've already entered.