✨ AI autofill templates: lead scoring and account research in one click

You can now add columns that use AI to score deals and research accounts for you with the prompt already written.

Let AI research your leads for you - templates help you find and enter deal data that teams most often research and enter by hand.

Use AI autofill templates to:

• Score a deal on Likelihood to close
• Fill Deal Size and Lead Source as deals progress
• Pull Customer location and Customer industry
• Track Recent news about the customer
• Capture Customer pain point and Products interested in
• Edit any template prompt before it runs

Templates appear wherever you add a column: pipeline view, box view, and the sidebar. Available on all CRM plans. Learn more about AI autofill →