Consent

DPDP

Activity

AllCallsMessagesNotesTasks
ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
Invite people Change plan or seats
Workspace pages
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Log activity

Saved to the lead's timeline and the Activities list.

CallMeetingEmailWhatsAppNote

Message

Convert lead

Creates or links a contact and an account, and opens a deal in the pipeline.

1Duplicates›2Contact & account›3Deal