Your Tasks
Work top-down — updated automaticallyYour Pipeline
Your Collections
Campaign Calendar
Your booked campaigns, by daySettings
Your Timezone
Controls how call, email, and voicemail follow-up times are displayed in each lead's Communications feed — both here and when admin looks at your leads. Leave unset to keep using whatever your browser/device shows.
Connected Accounts
Connect email, LinkedIn, and/or Instagram accounts so conversations sync into each lead's Communications section automatically. Connect more than one LinkedIn/Instagram account to spread cold outreach across accounts and stay under each platform's rate limits.
Voicemail Drops
Record one or more messages you can play into a call instead of talking live when it goes to voicemail. Record as many as you like, label them, and pick which one to use per call. Private to you — other reps never see these.
Voicemail Follow-Up Sequence
When you mark a call as a voicemail, this fires automatically to help catch the prospect's
attention. Add steps, set the delay after the call, pick the account to send from, and edit
the message — type / in the subject or message field for a list of placeholders
({firstName}, {repName}, {company}) that fill in automatically.
Each step's "Send on" setting also lets you build a different message for a lead's 1st
voicemail vs. any voicemail after that — handy since you'll often call the same lead more
than once. Private to you — your own steps, sent from your own accounts.
Campaign Templates
Save campaigns you book often — like a gifted billboard placement — as one-click templates. They appear as quick-add buttons in a lead's Campaigns section, so you can drop a campaign onto a lead in one tap and just set the dates. Private to you.
Gmail Extension & Extension Key Legacy
A Chrome extension that adds a button inside Gmail — click it on any email and it logs that thread to the matching lead here automatically. Mostly superseded now by the Connected Accounts integration above, which syncs email automatically once connected — this is here for anyone still emailing leads straight from Gmail without it connected.
- Download the extension below.
- Unzip it, then in Chrome go to
chrome://extensionsand turn on Developer mode (top right). - Click Load unpacked and select the unzipped folder.
- Click the new CDG Dashboard icon in your toolbar, paste your key below, and save.
Paste this key into the CDG Dashboard browser extension (in Gmail or Superhuman) so the emails you log get attached to your leads. It's private to you — keep it secret, like a password. If it ever leaks, regenerate it.