Today: your next moves

Where to find it

Open your dashboard. At the top are your daily briefing and the companies Fundz scored for you today (the panel's name depends on your role, for example Your Daily Companies or Employers to reach today). Today sits right under them. The open targets link in its corner opens My targets, where your whole pipeline lives.

The kinds of row, in order

Each row says what happened, who to talk to, and what to do next.

1. 1
   Needs your OK (Gmail only). A SmartSend follow-up is ready. Gmail doesn't let Fundz see your replies, so on Gmail no follow-up goes out until you say so. Click See the email to read it, then Send it, They replied (stops the follow-ups and moves the company to Replied), or Don't send. After you press Send it, the row shows Follow-up approved, with They replied, stop and Undo in case you change your mind. Your morning email lists these too. On Outlook, replies are detected and follow-ups stop by themselves.
2. 2
   Reply waiting. Someone answered your outreach. If Fundz detected the reply (Outlook), click Open their reply. If you marked it yourself, the row says Marked replied. When you've set up a call, click Meeting booked. Once you've answered, click Handled to clear it from Today (it stays in Replied on My targets), or Mark lost.
3. 3
   Follow-up due. A next step you set on a target is due. Reach out with SmartSend, push it back with Snooze 3 days, or click Done.
4. 4
   Gone quiet. You reached out, your SmartSend follow-ups have finished, and there's been no reply or next step. Try a new angle with SmartSend, click They replied if they answered somewhere Fundz can't see, Follow up in 3 days, or Mark lost. Only outreach from the last 30 days, up to three at a time, largest deals first.
5. 5
   New at your target. Something happened at a company you're working: new funding, a new leader, a contract, a product launch or an acquisition. That's a natural reason to get in touch. Click the headline to read it, or Seen to clear it.

When there's nothing waiting

If Today is empty, you're clear. Start with today's scored companies just above it: SmartSend someone, or click Add to targets on a company you'll work. From then on its replies, follow-ups and news show up here.

If no companies matched your targeting today, Today shows Worth a look rows instead: companies from your market, each with the reason it stands out. Click Add to targets to start working one, or Not today to hide it. To get scored companies every morning, set or widen your targeting.

The person on each row

Each row names the contact you're working with at that company. Click the LinkedIn icon to open their profile. If a target has nobody named yet, click Suggest a person to contact. Fundz shows the three best people at that company. Click one to save them as your contact, and SmartSend is ready to use.

Reaching out from Today

SmartSend on any row opens a draft written from that company's news and the person's role. It sends from your own inbox, and you can edit every word before it goes. After you send, the company is added to My targets (if it wasn't there already) and marked Contacted. On Outlook, a reply moves it to Replied and brings it to the top of Today by itself. On Gmail, click They replied when they answer. See SmartSend and your targets.

Ask for it instead

Type "what's on my plate today?" into Ask Fundz and you'll get your replies, follow-ups due, news at your targets and new leads in one answer. See Managing targets with Ask Fundz.

Last updated September 2026