CRM - Campaign Tracker
Export
Import
Danger Zone
About
Version 9.4.3 · Sales Pipeline Stage Model
Developed by Alinevo Studios
Loading…
Log out
Campaign Progress - Q2 Marketing Campaign
StepTopicDateStatus
Email 1Elevator: Turn compliance into commissionMay 19Sent
Email 2Elevator: The easiest sale in your existing bookMay 8 (partial)Partial
Email 3Elevator: Solve it once, get paid every monthMay 5 to 8Sent
Email 4Fire Alarm: Simplest way to replace POTS linesJun 3Sent
Email 5Fire Alarm: Leverage POTS lines, get your foot in the doorJun 10Up Next
Email 6Fire Alarm: Compliance made easier, commissions made soonerJun 17Scheduled
Touches by Channel
Next Actions
Pending Tasks
Move selected to Assign Select boxes only select tasks. Use Complete Selected to mark done. Times are ET.
Completed
DateTimeContactCompanyChannelDirCampaignOutcomeNotesByActions
Sales Pipeline v9.4.3: stages now represent the true sales motion. Quote, MSA, paperwork, stakeholder, and close activities live inside each opportunity as checklist items and forecast fields.
Total Estimated MRC: $0
Weighted Forecast: $0
Move pipeline
Templates and scripts grouped by campaign. Click any item to view, copy, or edit it.
Triangulation Strategy

Day 1 (Tue): Email send. Day 2 (Wed): LinkedIn connect or follow-up. Day 3 (Thu): Phone call or voicemail referencing the email and LinkedIn touch. Then a 3 to 4 day break and repeat. Expect a 4 week warm-up. Consistency beats urgency. (David James, May 12 call)

Timeline (Gantt)

The Gantt is the campaign plan. If active tasks are moved, this view shows the active/rescheduled date without changing the original planned date.

Schedule Detail
StepPlannedActive DateActionStatus

Log Touch

Edit Contact

Add Opportunity

Stakeholders and value
Stage checklist / exit criteria

Add Task

Send Email with Template

User Settings · Email Signature

Store each user's email signature directly inside the CRM. You can generate a standard Big Wave signature, paste HTML from Outlook, or upload an HTML signature file. When emails are sent from the CRM, the logged-in user's saved signature will be appended automatically.

Create Campaign