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Workflows for sales and business development.

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Contact Cleanup Helper

Identify and merge duplicate contacts.
Finds potential duplicates in your network and helps merge or clean them up.

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Quick Contact Finder

Find the right person for a specific need.
Describe what you need (“someone who knows enterprise sales in healthcare”) and Orbit finds matches in your network.

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Relationship Temperature Check

Monitor health of key relationships.
Reviews important relationships and flags:
  • Those going cold
  • Those that need attention
  • Recent positive interactions

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Introduction Facilitator

Make valuable connections between contacts.
Identifies opportunities to connect people in your network who should know each other. Drafts introduction emails. Use when: Networking, helping others, building relationships