Departments
View as MarkdownAny business
The department for any company that calls and messages its contacts: leads, customers, partners and suppliers. A company adds it when it is set up, or later in Settings → Departments (see Departments and countries).
Contacts
The board's cards are contacts, of five kinds: lead, customer, partner, supplier and other. A card holds:
| Field | What it is |
|---|---|
| Company | The company they work for |
| Interested in | What they asked about, or what they buy |
| Budget | A number |
| How they found us | The website, a friend, a fair… |
| Notes | Anything else |
The line under a card's name is its company and what they are interested in. Appointments are call-backs, meetings and visits that contacts asked for on calls; a colleague confirms each time.
The team
| Agent | What it does |
|---|---|
| Lumate | Coordinates the team and keeps the manager informed |
| Coach | Improves conversations with contacts; qualifies leads (the qualifying-leads skill) |
| Librarian | Keeps the company's knowledge: products, prices, policies |
| Researcher | Turns price lists, catalogs, offers and competitors' pages into notes and comparisons; reads the web through the office browser |
Call scenarios
Eight to start from: inbound enquiry, call-back request, booking an appointment, appointment reminder, follow-up after a meeting, feedback call, re-engaging an old lead and returning a missed call. The Playground fills them with invented examples from several kinds of business, so you can rehearse at once; change them to your own in Playground → Scenarios.