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134 leadsPartner onboarding· 3 stagesLast edited 5 days ago

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Personalization context

Pick which lead fields and company fields this inbox manager pulls into every send.

Lead context

Custom fields about the person.

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  • Decision-making role

    Required

  • Years at company

    number

  • Previous role

    text

  • Stated priorities (this quarter)

    longText

  • Recent LinkedIn activity

    url

  • Last live meeting

    date

Company context

Account-level fields shared across leads.

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  • Typical buying cycle

    Required

  • Fiscal year-end

    date

  • Buying committee size

    number

  • Incumbent vendor (if any)

    text

  • Stated strategic priorities

    longText

  • Compliance requirements

    select