Sales Intel gives you background information on a lead automatically — so you walk into every call prepared, without doing any research yourself.
What Sales Intel shows:
- Company information — what the lead's business does, their industry, and size if available.
- Location details — city, state, and local market context.
- Conversation starters — suggested talking points based on the lead's background.
How to access it:
Open any lead's Quick View or full detail page and click the Sales Intel tab. The information loads automatically.
Tips:
- Use Sales Intel before making a call — it only takes a few seconds to read.
- The conversation starters are especially useful when you are calling a cold lead for the first time.