Give each sales member a goal, and see the sign-ups they bring in
Sales reps and account managers now have a Goal at the top of their profile: what they should get people to do (start free, start building, book a call or…
Enhancement · AI ·
Sales reps and account managers now have a Goal at the top of their profile: what they should get people to do (start free, start building, book a call or request a proposal), the link for each, and a different ask per segment. Their emails, LinkedIn notes and call scripts end with that ask, its links carry a tracking tag, and the Dashboard shows the sign-ups each member brought in, how many invited a teammate within a week, and sign-ups per 100 reach-outs, sorted to the top.
October 2026 · Releases & improvements
See your AI team member's booking link at a glance · Status bar and business card company now stay correct
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
- Open on an AI Team approval now goes straight to that item with its details
