Everything dispatching.

From the Lead to the Load.

Get in and start a pipeline. We will show you how to import a Carrier List and move people from Prospecting to Sequence, Opportunity, and Customer.

How a pipeline moves

Find carriers with phone, MC, and city so you can call.

Getting started

Import, then move the pipeline

Carrier List is the usual start. Pick how many, then find leads.

Step 1
Import
Open Import Leads and stay on Carrier List. Set filters and how many, then find leads.
Step 2
Prospecting
Add the list to Prospecting. These are people you have not sold yet, ready for a first round of calls.
Step 3
Sequence
Put today's calls in Sequence so you have a dial order when you sit down.
Step 4
Opportunity
When they are in talks or on a trial, move them to Opportunity so the file stays warm.
Step 5
Customer
When they sign, tag them Customer. That is closed won, and the file stays with the rest of the pipeline.

Questions or stuck? Write support@tomafreight.com. A person on the team will answer.

TomaDashREC

Import

Add this page to Prospecting or Sequence — they stay in your pipeline. 1 waiting

Quick select

Find carriers with phone, MC, and city so you can call.

Import, then move the pipeline

Carrier List is the usual start. Pick how many, then find leads.

Step 1

Open Import Leads and stay on Carrier List. Set filters and how many, then find leads.

Step 2

Add the list to Prospecting. These are people you have not sold yet, ready for a first round of calls.

Step 3

Put today's calls in Sequence so you have a dial order when you sit down.

Step 4

When they are in talks or on a trial, move them to Opportunity so the file stays warm.

Step 5

When they sign, tag them Customer. That is closed won, and the file stays with the rest of the pipeline.

Questions or stuck? Write support@tomafreight.com. A person on the team will answer.