Settings

Manage Search, the unassigned lead target, and the morning email.

Shared settings password

Password

Anyone with this password can edit and save these settings. There are no individual settings accounts.

Daily workflow

Keep up to 20 unassigned leads, not 20 new leads every day. Only source-verified, high-intent opportunities qualify; past purchases alone do not.

Unassigned lead target

Add nothing when the target is full. Refill only open spaces with qualified high-intent leads; fewer are kept when none qualify.

Morning email time

Timezone

Morning email: 8:00 a.m. Central.

Business hours only: every email goes out Monday–Friday, 8 a.m.–5 p.m. in that person's own time zone (from Salesforce). Nights, weekends and major US holidays wait for the next workday.

Assignment emails: one per lead, at least 30 minutes apart per person. Each workday at 9 a.m. their time, reps get one email listing their assigned leads with no call, email or task logged yet. Maximum 10 emails per person per Central Time day.

Keywords

One manufacturer or product name per line for morning research. Use names verified against the NEWCOM line card.

Exclusions

One word or phrase per line. Matching product or vendor evidence is left out of Search and morning research. Remove a line to allow it again.

More settings

States

Leave blank for all states, or enter codes such as MA, NY, TX.

Minimum quality score

0–100; default 80. The score ranks evidence, not buying intent. Verified NEWCOM product evidence is always required.

Delivery days

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Research status

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Last research run

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Private candidates require the shared settings password above. Contact details are source-reported and need review.