Settings
Display
Customize how contacts are displayed
Behavior
Configure how the app behaves
Re-run the stale contacts scan at intervals
Show confirmation for destructive actions
Data Management
Manage your local data and preferences
Value overrides
0 contacts with manual values
Display preferences are stored locally. Prioritization and value settings are synced server-side.
Value Estimation
Managed by your admin
Deal value estimation is configured org-wide by your admin to keep revenue numbers consistent across the team. Switch to Admin Mode to configure it.
Workflow Templates
Company Library - managed by admins, available to everyone
My Templates - your personal workspace, only visible to you
Company Library
Check-in Sequence
Professional check-in for recently inactive high-value leads
Best for: High-priority leads, inactive 30-60 days
Value-Add Outreach
Lead with value through relevant content or insights
Best for: Medium-priority leads who engaged but went quiet
Deal Acceleration
Re-engage stalled deals with urgency and clear next steps
Best for: High-value deals that stalled in late stages
Re-qualification
Determine if long-dormant leads are still viable opportunities
Best for: Leads inactive 90+ days, unclear current status
My Templates
Lead Prioritization
Choose how stale leads are segmented into High-Value, Medium-Value, and Long-Tail tiers
How This Works
Your prioritization strategy determines which leads appear in which tier. Different strategies help you focus on what matters most for your sales process.