Intermediate
Review and prepare outreach playbooks
Playbooks are reusable outreach sequences that can contain automated steps and manual tasks. Reviewing a playbook is different from publishing it or enrolling…
Playbooks and research
Read outreach sequences and research before you activate anything.
Advanced
Review and install a campaign draft pack
The Campaign pack installer prepares tenant-owned templates and one unpublished playbook. Although the route contains “commercial-hvac,” the page can select…
Intermediate
Review research and discover companies
The Research Hub separates finding companies, reading their research, and managing agent computers. Start by reviewing existing information before requesting…
Advanced
Adjust keyword scoring settings
Keyword Scoring exposes the global rules and the additions available to your workspace. Use it to understand how keyword matches are configured, select an…
Advanced
Review signal-density configuration limits
Signal Density contains account-level configuration for signal sources, categories and individual signal rules. Its visible Scaffold mode notice is essential…
Advanced
Maintain target industries
Use Target Industries to maintain the industry choices your team sells to. The page describes these choices as available when editing a lead’s industry and as…