SALES DASHBOARD
Pipeline at a glance
Nothing urgent right now.
Add another prospect or review the pipeline.
JOSH WORKSPACE
Technical tasks
Each submitted service path is a separate technical assessment.
Upcoming meetings
PIPELINE
Prospects
JOSH WORKSPACE
Technical Queue
Sales handoffs that need technical review. Alanna's workflow stays on the sales side.
NEW PROSPECT
Add a business
CONTACT & BUSINESS INFO
Who are we working with?
ACCOUNT MANAGEMENT
Recurring client follow-ups
Create the recurring Outlook appointment and Teams meeting directly from the client record.
Scheduled follow-ups
SCHEDULED MEETING
Discovery meeting
The meeting is not complete until the invite is on the calendar.
DISCOVERY PATHS
What does this business need from us?
Select every service area that came up in the conversation. Alanna can change this as she learns more.
GUIDED DISCOVERY
BUSINESS IT INTEGRATION
Business Discovery
Use this when the opportunity needs business IT cleanup, standardization, ownership remediation, or a BII buildout.
YOUR NEXT MOVE
SALES GUIDE
Make the first contact
FINISH THIS TASK
What happened?
Pick the closest result. The app will move this prospect to the right next step.
Choose the next move
Based on this stage, these are the most common next steps.
Confirm this result
This closes the current sales task. Make sure your note explains what happened.
Open the Teams scheduler. The subject, attendee, date, time, and duration will be filled in for you.
HISTORY