Agents for your business
Agents · Sales assistant · Try
Give Laura a pipeline to tidy.
Paste a few deals as you would say them. Laura updates each, dates the next step, and says what is stale.
Or pick one:
- Deals: Green Café, quote sent 12 Aug, no reply; Northside Dental, demo booked for Friday; Reyes Plumbing, said "call me in September".
- After this call note: "Spoke to Ana at Green Café, she wants the smaller package, decision next week." Update the CRM.
- Write the weekly pipeline report for the owner from: 4 new, 2 stalled, 1 won ($6k), 1 lost (price).
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