Every lead. A considered next step.
Research business fit, organise your pipeline and prepare relevant follow-ups for your team to review.
Open the sales workspaceYour conversation · this session
What do you sell, who is it useful for, and what is the next conversation you want to earn? I can help research fit and prepare the follow-up. Your pipeline and connected tools stay under your control.
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A live conversation. Drafts for your review.
A pipeline with a next step.
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Research fit. Keep the evidence.
Your tools. A reviewed next step.
Connect your business account, inspect the exact fields, then request an assembl operator’s review. Once your operator enables approved actions, Salesforce can create the reviewed lead and Outlook can create an unsent draft for you to review in your mailbox.
Check the accounts connected to your signed-in user.
Account connection and approved action execution require business connector configuration. Connecting alone does not import records, start a sync or send outreach.