TODAY'S TASKS

Tasks scheduled for today

THIS WEEK'S ACTIVITY

Emails, calls, and meetings logged

ACTIVE DEALS

Deals currently in progress

CONTACTS TOUCHED

Contacts engaged in the last 30 days

MEETINGS SCHEDULED

Upcoming meetings on your calendar

EMAIL REPLIES

Replies to your recent outreach

GOAL PROGRESS

Overall progress across your A2Z GoalTracker™

FOLLOW-UPS DUE

Contacts that need your attention

A2Z SmartAssistant™

Ask your Assistant to summarize, coach, or draft next steps using your CRM data.

A2Z LeadFinder™

High-intent leads powered by precision enrichment and A2Z SmartIntelligence™.

Open Firestore: leadfinderRuns • Open Firestore: leadfinderLeads • Open Firestore: leadfinderHistory • Open Firestore: contacts

	NAME	COMPANY	EMAIL	PHONE	CITY/STATE	OWNER	ACTIONS

A2Z GoalTracker™

Define your revenue and activity targets — weekly, monthly, quarterly, and annual — and let your SmartAssistant coach you to success.

WEEKLY GOAL

MONTHLY GOAL

QUARTERLY GOAL

ANNUAL GOAL

Contacts

	Name	Company	Email	Phone	City/State	Owner	Actions

Page 1

Per Page Page Sort

Email

Active Mailbox: —

Folders

Inbox

Drafts

Sent Items

Deleted

A2Z Learning Center™

Teach your CRM, store insights, generate marketing, and access your full intelligence suite.

Teach A2Z™

Upload PDFs or enter URLs to train your SmartAssistant.

Upload Document Learn Webpage Assistant Tone

Saved Prompts

A2Z ThoughtBoard™

Capture ideas, insights, and SmartAssistant replies you want to reuse.

Smart Recommendations

A2Z Notebook™

Templates Library

A2Z MeetingBoard™

Record up to 90 minutes for meeting notes + auto summaries.

A2Z Team Board™

Track your team’s activity and updates.

SmartPDF™

Upload PDFs and let your SmartAssistant summarize, extract, and answer questions.

A2Z SmartDesk™

Your central desk for tasks, follow-ups, and SmartAssistant nudges.

Admin KPI Dashboard

Is Your Team In?

ROI Board™

Investment Return

A2Z ReportSuite™

SmartImages™

A2Z FAQ™

A2Z HelpDesk™

SignSuite™

Upload Document Template

Send for Signature

Marketing

Campaigns, templates, images, and analytics powered by SES.

A2Z SmartSequence™

Design your outreach sequence — email, calls, LinkedIn, and follow-ups. SmartIntelligence enrichment runs automatically for eligible users.

Sequence Length Cadence Preferred Time of Day

Channel Order (A2Z Engage™)

Email
Email
Phone Call
LinkedIn Request
Email

SmartSequence will auto-respond, attach docs, and schedule when contacts engage.

Stop Rules

Stop when contact replies
Stop when meeting is scheduled
Stop when deal is created
Stop when marked as Sleeping Lead

SmartIntelligence Enrichment

Full OpenAI 5.1 enrichment runs for SmartIntelligence users. Other users see core LeadFinder data only.

Use A2Z SmartIntelligence™ on sequence leads

Sequence Instructions to Assistant

Create Campaign

Campaign Name Recipient Group Subject Line Email Body

Sign In