TotalDeal

Filter contacts by whether they are enrolled in an automated outreach sequence (drip email, LinkedIn, etc.). Uses the In drip badge on each contact.

Use the same checklists as Settings → Checklists. Only contacts with this playbook on their Overview are shown. Set each step to Not done or Done to narrow the list, or leave as Any to ignore that step.

Same playbooks as Settings → Lead & pipeline → Playbook. Matches contacts that have at least one open linked deal using this playbook. Step rules use the checklist row for the deal’s current pipeline stage (like the deal page checklist rail).