Add people from events, conferences and meetings in seconds. OneView schedules each follow-up, and AI drafts the email so it goes out on time.
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Load the 7 people from the September 18 vendor showcase sheet, already cleaned up, with referrals linked and follow-ups scheduled. Or import any Networking Follow-Up Tracker exported from Google Sheets as a CSV file.
Example: a $4,000 website at Proposal sent (60% chance) counts as $2,400 of likely revenue. If they say yes, mark them Client and the full $4,000 moves to Won. Monthly deals count once for every month they're paid.
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