For agents
Agent and CRM documentation
If you are new, start with the first hour — it is ordered so that leads reach you before you start driving any. Everything else is a task you can look up when you hit it.
Start here
Leads
- How to2 minWork the lead inboxRead a new lead in ten seconds, respond before it cools, keep a record the next person can use, and import or merge without creating duplicates.Get one thing done
- How to1 minRun the pipelineKeep stages meaningful, know what each one is waiting on, and use the board to find what is stalled rather than to admire what is moving.Get one thing done
- How to1 minTake over an AI conversationHow the assistant handles a visitor before you arrive, when to step in, and what the visitor sees when you do.Get one thing done
- How it works2 minHow scoring and routing workWhat raises a lead score, what routing decides, why the score is never shown to the consumer, and why you should not trust it more than a phone call.Understand why, and the limits
Transactions
Marketing
- How to2 minCampaigns and email, without wrecking your deliverabilityBuild a segment, write a campaign that survives a spam filter, and follow the sender rules that decide whether any of it arrives.Get one thing done
- How to1 minFarm an areaPick a farm you can actually service, work out what the data says about it, and keep a cadence that compounds.Get one thing done
Your public presence
Setup
Daily work
Data
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