Fetching your prospects, today's touches and sequences.
Today
Touches due now
Draft, approve and record each touch. Connect sends nothing on its own; send emails from Outlook and record them here.
Due and overdue
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Prospects in outreach
Prospects arrive from Signals once you complete the HubSpot handoff there, or when you ask Ally in ChatGPT to start outreach.
Prospects
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Starting cadences
Draft cadences for sales leadership to confirm.
Guardrails
Rules and integration status
What Connect checks before any touch, and which integrations are switched on.
Outreach rules
Integrations
Restricted
Connect administration
Sign-in and access
Integrations
Roles and permissions
Admin comes from the Ally Admin role or ALLY_CONNECT_ADMIN_EMAILS; manager from the Ally Manager role. Everyone else signed in with a CCUK account is a seller.