Launch special: 50% off paid Self-Serve plans, stacking with 20% off annual billing.
Help center

Guide

Per-rep conversion goals and Team Pulse

Managers can define what counts as a conversion for each role (for example a telemarketer's conversion is an appointment secured, a closer's is a deal won). Configure this under Team in the Permissions tab, in the Conversion goal row; changing it needs the Manage Roles permission. The Team Pulse view then measures every rep against their role's goal, so telemarketers and closers are compared fairly.

Inside the app, click the help button (bottom corner on a computer, top bar on a phone) to ask the assistant or leave a message for our team.