Import a company list or add a company manually to start working through CRM records.
Window
Pipeline Mode
HubSpot deals live here in a separate operating surface from the CRM database.
Not syncedHubSpot deals have not been loaded yet.Connect HubSpot in Settings, then sync deals.
DealStageAmountPipelineClose DateCompaniesUpdated
Window
Settings
Manage CRM identity, connected services, reusable functions, and prompt-driven fields from one clean control surface.
CRMTR-OPS-01
Services0 / 5 connected
Functions0 active
Fast Actions0 visible
CRM
Identity
Workspace UX
Fast Actions
Default
Quick actions rowChoose which CRM actions appear above the table and order them for your workflow.
CRM Control Center
Connected Services
Sequencing
Reply.io
Unknown
Email + People Data
FullEnrich
Unknown
AI Models
OpenAI
Unknown
AI Search
Exa
Unknown
Pipeline
HubSpot
Unknown
Automation
Function Manager
Unknown
People Search
Find decision-makers from selected companies
Auto-Tagging
Classify and tag selected companies or contacts
Prompt Studio
AI Columns
Custom lead intelligenceCreate prompt-backed table columns for fit scores, segment flags, qualification notes, tags, and other repeatable AI judgments.
Window
Company Lists
Import company lists into the CRM, dedupe domains globally, and manage saved Reports created from the filter builder.
Inventory
Company Lists
Selection
Select a record
Choose a company list or saved Report to inspect it here.
Company List
Company List
CSV Upload
CSV File
No file selected
Repeat
Interval
TimeStart Date
Timezone
UTC
Days of Week
Sun Mon Tue Wed Thu Fri Sat
Days of Month
DateTime
Import History
Runs and Logs
Report
Saved Report
Saved Search
Report Name
Saved Rules
Window
Field Management
Manage the CRM schema, field visibility, and filter availability from one compact reporting catalog.
Catalog
All Fields
Selection
Select a field
Choose a system field, AI signal, or custom field to inspect and manage it here.
Field
Field Detail
System
Definition
Allowed Values
Operators
Availability
Field LabelAPI Name
ScopeField TypeColumn Width
DescriptionAllowed Values
Associated Match Score Field
This field reads from the selected Match Score result on each company record.
Match Score Field
Match Score Configuration
Upload one or more CSVs of reference domains, then score selected CRM companies from the slash menu. Results are stored as a 0-100 reporting field.
Reference Domain CSVs
No CSVs uploaded
Field is active in the CRMShow this field as a table columnMake this field available in the filters panel