1. Inbox and results

Sales outcomes and the Today page

Record an outcome

On a prospect or conversation, set the Sales outcome: Interested, Meeting booked, Qualified, Won, Lost, Not qualified, Bad timing or Disqualified. You can add:

• Meeting date and time
• Opportunity value and currency
• Sales notes

Some outcomes (Won, Lost, Bad timing, Meeting booked, Qualified) stop the prospect's follow-ups.

Sales outcomes report

Open Sales outcomes in the sidebar. Pick a range (7 days, 4 weeks, 3 months, 12 months or all time) to see total sent, reply rate, meetings, opportunities and a pipeline funnel. Tabs break the results down by Campaigns, Team and Recent outcomes.

Today

Today is your start page. It shows:

• Emails sent, replies and bounces over the last 7 days, and your reply rate
• What needs you: unread replies, follow-ups due and sales actions
• Your setup or first-campaign checklist while you're getting started

Updated on: 04/10/2026