Scouting board
Scouting board
The scouting board is the home screen of the product. It shows the accounts that match your ideal customer profile, ranked by fit grade and by how fresh and relevant their buying signals are. The board refreshes every week, so Monday starts with a short list that already has a reason attached to each name. Accounts your team has worked, dismissed or synced stay marked, which keeps two reps from researching the same company.
On Growth and higher plans the board is shared by the team, and on Scale you can assign accounts by territory so each rep sees the slice that belongs to them.