SALES DASHBOARD
Pipeline at a glance
DO THIS NEXT
Nothing urgent right now.
Add another prospect or review the pipeline.
1Add a business
2Call, email, or visit
3Tap what happened
4The app schedules the next step
Upcoming meetings
PIPELINE
Prospects
NEW PROSPECT
Add a business
CONTACT & BUSINESS INFO
Who are we working with?
Contact—
Role—
Phone—
Email—
City—
Employees—
Fit—
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
Teams invite still needs to be scheduled.
The meeting is not complete until the invite is on the calendar.
YOUR NEXT MOVE
SALES GUIDE
Make the first contact
YOUR GOAL
GOOD OPENING
WHAT TO LEARN
When you're done:
Tap what happened below. The app will schedule the next step.
FINISH THIS TASK
What happened?
Pick the closest result. The app will move this prospect to the right next step.
WHAT SHOULD HAPPEN NEXT?
Guided
Choose the next move
Based on this stage, these are the most common next steps.
OTHER OUTCOMES
Use these when the recommended moves do not fit what actually happened.
Confirm this result
This closes the current sales task. Make sure your note explains what happened.
HOW TO COMPLETE THIS STEP
Schedule the next step
Give it enough detail that Alanna never has to remember it herself.
Teams invite required
Open the Teams scheduler. The subject, attendee, date, time, and duration will be filled in for you.
HISTORY