Every deal row carries the person’s source and their next follow-up, so the pipeline reads as a story, not a sum.
In review: written from the product, not yet walked through live.
1Source and Next step on the List
On the List, Source (1) says the channel the person came from and Next step (2) their next open follow-up — today in blue, past due in red. Both are columns you can hide or move like any other.
2Reach the people
In a row, Phone and Email (1) carry WhatsApp and Call. Tick several deals and the bulk bar (2) offers Call list, Email and WhatsApp over their people, each person once.
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Common questions
Source is empty.
The person arrived with no recorded channel — typed in, or imported without one. It fills in when SkedX Signal sees them next.
Why is Call list grey?
Your role lacks Manage call lists, or SkedX Call is not on for your company; the grey action says which.
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