GTM CRM

	Contact	Title	Email	Phone	Stage	Score	LinkedIn
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You

Profile

The account you are signed in with.

Signed in as

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Appearance

Theme and density. Saved per device.

Theme

Follows your system until you pick one. Also in the profile menu and in ⌘ K → "Toggle theme".

Density

Compact tightens table rows and stat cells for high-volume work; cozy is the default.

Connections

Email

Each business connects its own mailbox: Gmail, Google Workspace or Zoho Mail. GTM CRM sends from it and shows mail to and from that business's contacts on their drawers.

Email signature (plain text)

Appended to every send below a -- separator. Leave empty to skip. Saves automatically.

Outreach tools

Link the tools you send from, and bring in what you already sent, so every email lands on the right contact.

Calendar

Connects your Google or Zoho Calendar so /book respects your real busy times and creates an event for each booking. If both are connected, the one you connected most recently is used.

Google Calendar

Creates events with attendee invites. Scopes: calendar.events, calendar.readonly.

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Zoho Calendar

Checks free/busy across your Zoho calendars and adds, moves and removes each booking on your default Zoho calendar. Scopes: ZohoCalendar.calendar.READ, ZohoCalendar.freebusy.READ, ZohoCalendar.event.ALL.

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Workspace

Business and pipeline stages

Name and pipeline stages for the business you are working in. Stages are saved per business.

Sites

The websites, publications and events this business runs. Contacts and activity can be tagged with a site.

Custom fields

Extra fields for contacts and accounts in this business. They appear in the record drawer, CSV import and sequence merge fields.

Outreach programs

Daily caps, sequences and the do-not-contact list for this business. Your sending tools read these and follow them on their next run.

Contacts

Tune how the CRM flags and prioritises your contacts.

Stale contact threshold (days)

Contacts not reached out to in this many days show an orange ● in the table

Maintenance

One-shot jobs that backfill or recompute denormalised CRM state. Safe to re-run.

Backfill call logs from completed tasks

Creates missing outreach_log entries for Next Action call tasks that were marked done without using the Log button. Safe to run multiple times — skips any date where a call is already logged for that contact.

Recalculate priority scores

Scores all your contacts 0–100 based on lifecycle stage, days since last contact, data quality (phone/email/LinkedIn), and seniority. Overwrites any manually-set scores.

Billing

Your GTM CRM plan and renewal status.

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Developer · API keys

Keys let your routines and website forms call the GTM CRM API for the business that is open now. Each key is shown once, so copy it somewhere safe. Send it as a Bearer token with each API request, and revoke it here if it leaks.

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