Lead assignment
The office assigns each appointment to a rep.
Run the job · Calendar & leads
From appointment to sold project, on one calendar.
The office assigns appointments to sales reps. Reps see their day, open the lead's file at the kitchen table, and report the result. A sold lead becomes a project in the office, with everything the rep already designed.
- Everything about the appointment
- Lead file
- Sold, demo, follow-up and more
- 9 results
- Moves into the office
- Sold → project
- Calendars imported, read-only
- Google · iCal
How it works
Assign, meet, report, sell.
- 01
Assign the lead
The office adds the lead with its meeting date and assigns it to a sales rep.
- 02
The rep's day
Leads show in the rep's dashboard and on the calendar, next to their own Google or iCal events.
- 03
Report the result
Sold, demo, follow-up, one-leg, no-show, rescheduled, canceled, not qualified or not relevant.
- 04
Sold becomes a project
On Sold, the rep's project for that client moves into the office, or a new one is created.
For the office
Today, at a glance.
The Today view lists what to handle (meeting results to log, clients to remind, payment requests) and recent updates from reps, projects and the field. Nudge a rep to log a result with one click.
- Leads calendar and week calendar
- Office meetings alongside lead appointments
- Nudge a rep, at most once per lead per day
- Commission tracking for sold projects
Your own calendar
Bring your calendar in, keep it read-only.
Connect Google Calendar with Google sign-in, or paste a calendar's iCal address. Events are read on connect, on Sync now and on a schedule, and shown read-only in your dashboard calendar. Nothing is written back.
What you get
A pipeline built around the in-home appointment.
Lead file
The lead's details, meeting and linked project in one place.
Meeting results
Nine result types, so follow-ups never fall through.
Calendars
Leads calendar, week calendar and each person's own calendar.
Google and iCal
Import events read-only; the feed address is stored encrypted.
Today view
What the office needs to handle, and what just happened.
The details
Good to know
- Reps see only the leads assigned to them
- A rep's unsold projects stay private to them
- Sold projects carry their design into the office
- Imported calendars are never written to
- Calendar feeds stored encrypted, never shown again
- Works for independent pros with their own leads
FAQ
Common questions
Works with
Connected on the same project
- PlatformAction InboxPaste a conversation, get the project's tasks, without duplicates.Learn more
- PlatformThe workspaceThe office app, each rep's dashboard, team roles and three languages.Learn more
- Run the jobClient portalWhat your client sees: design, documents, payments, schedule and messages.Learn more
Run sales like you run jobs
Appointments, results and sold projects on one calendar.