HeatCheck
Feature

A per-rep recap of who is heating up.

Each rep gets a short digest of the contacts who moved in their book this week, ranked by heat, with the reasons.

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01

The problem

Reps do not live in a scoring dashboard. If the movement does not come to them, they never see it.

02

What it does

Per-rep

Each digest covers only that rep’s owned contacts.

Ranked

The hottest movers are at the top.

With reasons

Each entry carries the signal that moved it.

03

How it works

Step 1

Collect

The week’s crossings and movers are gathered per owner.

Step 2

Rank

Contacts are ordered by heat and movement.

Step 3

Send

A short digest lands in the rep’s inbox.

The digest is a summary, not a replacement for the task. Real crossings still create screened tasks.

Reps do not check dashboards. Bring the heat to them.
Questions

The short version.

How often does it send?

Weekly by default, tuned to your team’s cadence.

Does every rep get the same digest?

No, each digest is scoped to that rep’s owned contacts.

Does the digest replace tasks?

No. It is a summary; genuine crossings still create rep-screened tasks.

See who’s hot right now.

Early access is open for a small design-partner group.

Get early accessSee how it works