Dashboard
Dashboard
Overview of your outreach pipeline —
Outreach Analytics
Conversion rates across pipeline stages
Recent Activity
Latest status updates
Industry Breakdown
Contacted
Replied
Interested
Not Contacted
Companies
All company records with outreach status
Company City Industry Contact Email Status Email Sent Reply Interested Data Sent Msg Sent Follow-up Assigned To Last Contact Next Follow-up Actions
0 records
Not Contacted
Contacted
Email Sent
Replied
Interested
Data Sent
Msg Sent
Follow-up
Follow-ups
Scheduled follow-up dates sorted by urgency
Status Tracker
View companies grouped by outreach stage
Reports
Summary analytics and outreach metrics
Settings
Configure COT preferences and team settings
Appearance
Dark Mode
Switch between light and dark interface
Compact Table View
Reduce row height in the companies table
Notifications
Follow-up Reminders
Get notified when follow-up dates are due
New Company Alerts
Alert when a new company is added to the system
Data Management
Export all data to CSV
Download full company database
Import from CSV
Upload a .csv file (Excel import coming in v2.0)
Reset Demo Data
Restore original sample dataset
Team Members
James Dawson
Sales Manager · Admin
Admin
Sarah Kim
Senior Sales Rep
Member
Ali Raza
Sales Rep
Member
Nina Patel
Business Development
Member
Tom Brooks
Account Executive
Member

Contact:

Email:

Phone:

City:

Industry:

Status:

Notes