Schedule the next action for every opportunity so leads do not go cold.
Agent Terminal · Tutorial 04
Pipeline
Keep every sales opportunity moving by scheduling the next action, while keeping everyday Work separate from your Pipeline.
Keep sales activity and everyday work clear
Pipeline objectives keep your attention on quoting, following up, and converting leads into customers.
Use Work for reminders and service tasks without mixing them into your sales Pipeline.
Agent Terminal will keep improving the ways agents organize sales activity, service work, and the next action that needs attention.