Actions
Filter Companies
Companies (0)
| Company | Founded | Next Milestone | Size | Months | State | Group | Contacts | Portal Link | Owner | Status | Actions |
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Milestones (—)
Green rows = Major milestones (25/50/75/100/125/150 years). Use filters above to narrow down. Milestones are calculated when you apply anniversary filters or open this tab.
| Company | Founded | Milestone Year | Milestone Date | Size | Major | Months Until | Reminder 12mo | Reminder 6mo | State | Region | Industry | Group | Owner | Status |
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Checks whether every contact’s company resolves at Hub sign-in. Runs read-only. Fix flagged companies/contacts in the Companies & Contacts tabs.
Finds invalid / role / orphaned email addresses and manages the suppression list your bulk sends skip. Duplicates stay with Merge Duplicates & Deep Scan.
Remove in SAGE too
People removed from Brandflow who belong to a SAGE client. The SAGE sync will not add them back — but SAGE still has them, and SAGE can't be changed from here. Take each one out of SAGE (or mark them inactive there), then click Removed in SAGE. Seen in SAGE means a SAGE quote, order or presentation still names them.
Inactive contacts
Email that bounced, or people who replied that they no longer work there. Brandflow finds these on its own as campaign mail comes back and stops emailing them straight away; here you remove them from their company (the company stays), keep them if it was a mistake, or find who replaced them. A summary is emailed each weekday morning.
SAGE Setup
Every SAGE order and presentation keeps Brandflow's companies and contacts up to date on its own. What SAGE's API can't send is each client's Dashboard Link — paste it here once and it shows on the client's Hub.
Filter Contacts
Filter contacts across all companies by milestone, industry, state, and more. Perfect for creating targeted email lists.
Contacts (0) —
| Contact Name | Title | Phone | Company | State | Industry | Group | Next Milestone | Size | Portal Link | Hub | Actions |
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