Daily Leads

What you get

Daily Leads is your worklist for the day. Instead of opening Fundz to a blank search, you start with companies that already fit your targeting and just did something worth reaching out about: raised money, hired a new leader, got acquired, won a contract, launched a product or started hiring.

On your dashboard the list is called Your Daily Companies. Depending on your role it may read Customers to reach today, Clients to reach today, Employers to reach today or Deal flow today. It is the same list.

Work a lead in under a minute

1. 1
   Open your dashboard. Your daily companies sit beside the Daily Intelligence Brief. Click Expand to see the full list.
2. 2
   Read the reason on the card. Click the company name to open its company profile for funding history, hiring, investors and every decision maker.
3. 3
   Press SmartSend next to the named person. Fundz drafts an email about what just happened and sends it from your own Gmail or Outlook once you approve it. How SmartSend works
4. 4
   Press Add to targets on any company you decide to work. It lands on My targets, and its replies, follow-ups and news show up in Today.
5. 5
   Open More on a card for the rest: a Deep Dive research report, or a push to HubSpot or Salesforce if you have connected one.

How your list is chosen

Overnight, Fundz scores new company events against your targeting: the industries, company sizes and locations you work, plus your Business Profile, a plain-language description of what you offer and who it is for. Companies that match more of your profile, with a fresher or stronger reason to act, rank higher. Two people on the same plan see different lists.

The best contact is matched to the buyer titles you care about, so the person named on the card is the one most likely to own the problem you solve.

Make tomorrow's list sharper

If your leads feel off (too broad, wrong industries, wrong size of company), fix the targeting, not the list. It saves as you type; there is no Save button.

1. 1
   Go to Account, Targeting and open Who you sell to.
2. 2
   Set Industries, Company Size and Locations to match the companies you actually win.
3. 3
   Write Your Business Profile: what you offer and who it is for. The scoring reads it, and so does SmartSend when it drafts your emails.
4. 4
   Optional: open Advanced fine-tuning to choose which events make a company a lead (Funding, Leadership Changes, Product Launches, Website Changes, Contracts, Acquisitions) and how leads are delivered.
5. 5
   Tomorrow's list is scored against the new profile.

In the app and in your inbox

Related

Daily Briefing for the short story behind the list, Dashboard for everything else on the page, and Talk to Fundz to ask “show me my best leads” out loud.