Recommend or import companies into your Discover directory.
Trade-show or buyer lists. Headcount sticks on the company. Messy headers are OK — map the columns.
English outbound, first screen, book meetings. Software picks the list; people make the calls.
Check companies, then send. Dispatch isn't live yet.
Add-on — doesn't replace Timing. You shortlist → a remote team cold-calls and screens → intent / meetings come back. US sellers can rent a team.
This only records interest locally — no agents get dispatched yet.
Selling SaaS or an AI app? Pick the team it helps — Sales, Marketing, or CS. Usually one subcategory. Discover only pushes companies whose software need overlaps yours.
Required to get your first companies. You can change this later in Settings.
Selling SaaS or an AI app? Pick the team it helps — Sales, Marketing, or CS. Usually one subcategory. Discover only pushes companies whose software need overlaps yours.
Pick the product category.
Bring your own Apollo / ZoomInfo key. Keys stay on your org. Contacts don't go into the shared company list.
Not set
Not set
Invite a seller. Revoke an unused link if it leaked. Promote a second admin before anyone leaves.
Saves to your org. Changing what you sell refreshes today's list.
This account goes back to Discover. History is kept.
Team funnel and workload · no notes or evidence
Every seller on the org shows up here. Set a weight, then save. Weight 0 = PTO / skip auto-assign; anything above 0 splits by ratio (2 gets about twice as much as 1). To hand-pick, check companies in Discover and Assign.