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Open Rep Overview, then work from your appointments and tasks.

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Start the day

Check today’s appointments, overdue work and new enquiries. Confirm who owns each lead. Read recent customer activity before making contact.

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Move the work forward

  1. Open the customer and check the latest reply, call notes and contact permissions.
  2. Make the call or send the agreed message.
  3. Record the outcome and update the pipeline stage when it reflects real progress.
  4. Set the next action, owner and due date.
After a call, review any tasks created by CallIntelligence before adding another one. Check scheduled follow-ups so outreach stays coordinated.

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Leave a clear tomorrow

Review unresolved tasks and tomorrow’s appointments before finishing. A useful note says what the customer wants, what was agreed and what happens next:
Customer is comparing battery options. Awaiting switchboard photos. Sam to call Thursday after 3 pm.