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This builds a ready-to-paste research brief. The research runs in Cowork (Claude). Each user can request a fresh brief every 8 hours.
The brief excludes everyone visible to you in your active pipeline.
Log a lead you already know about. Optionally have the agent enrich it within 6 hours.
Link this lead to a teammate or a contact in your network. Search below, or type a new name to add someone new.
Manage teammates and their vertical access.
This will use AI (~10 seconds, ~$0.05) to synthesize a 2-page briefing covering company snapshot, decision-maker bio, trigger detail, three discovery questions, three EMA credibility moments, two anticipated objections + responses, and a recommended close. You can generate it later from the lead detail if you skip now.
This win adds — to your Quality Score this month.
View-only — you can edit only activities you logged (owners can edit any).
These leads have been claimed by you for 14+ days with no logged contact. Releasing puts them back in the team pool so a colleague can work them. Each lead's score, activity history, and trigger event stay exactly as they are — only the claim lock is removed. If you change your mind, re-claim from the main list immediately.