Compose Next Step

One of the primary value props at First is the ability to illuminate opportunity in an agent's network they might otherwise be blind to. But we've found that simply illuminating that opportunity isn't always enough.

So we're about to release a new feature that will help agents prioritize, plan and ultimately connect with the best opportunities for new business in their network. We call this feature Next Steps, and its basically a to-do list for prioritized follow up across their network.

This is the compose screen (empty and complete) that we hope makes setting Next Steps quick and easy.