Calls and visits
The next conversation goes on someone’s calendar. The team then records whether it happened and how it went.
01
Assign
A call goes to someone on the team. A visit goes to a salesperson.
02
Check the day
Before you book, that day shows who already has visits.
03
Record the outcome
A call ends on time, late, missed, or done. A visit ends interested, not interested, follow-up, offer, or no-show.
- The calendar has day, week, and month views.
- Today badges in the menu show visits and calls due today.
- An in-app notification goes out when someone is assigned or unassigned a lead, visit, or call, and when a lead changes stage.