Overview
Today
Your calls for today, oldest first.
Next step
Numbers and people
Lead outcome: Not set
Team chat
Notes, calls, voicemails and recordings for this lead, oldest first.
New lead
Add the company, then the first number and person. The lead goes to Today for sales.
Numbers and people
A different person at the company, with their own number and email.
Admin
Every lead, its stage, outcome and owner.
Daily tasks
Work hours (Tashkent)-
Type how many new leads each sales agent gets every day. The number is given right away and again each morning. The battery warms up with progress: red up to 30%, orange up to 70%, light green up to 99%, green at 100%.
Saved requests by owner
Team passwords
Pick a person and type a new password (min 6 characters). They sign in with their username and this password.
Best agents
Who is leading. Everyone on the team can see this page.
Lead generation
Points: 2 per lead added, 5 per lead passed to sales.
Sales
Points: 1 per call, 8 per meeting booked, 25 per deal won.
Category leaders
Analytics
Live figures from the CRM.
Agent performance
Sales agents: leads assigned, calls logged and deals won.
Agent activity
Calls madeDeals won
Calls today
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Phone line (Quo)
Connected
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Call time today
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Total talk time, whole line
Avg call length
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Leads in pipeline
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Stage funnel
Settings
Your choices stay on this device for now.
Colour palette
The whole CRM uses the palette you pick.
Mode