This article will guide you though using the sales script feature when working tasks. Scripts can help narrate a call between a client and staff member over the phone.
1. Accessing Tasks
Tasks can be accessed by clicking on the Prospects tab for tasks related to Prospects or Members/Custs tab for tasks related to Members/Customers. If not already selected you may view the task list by selecting the Tasks tab. Locate the task you wish to work and click the WORK IT button.
2. Using Scripts
After clicking the WORK IT tab you will be directed to the Tasks / Notes tab. Click on the Sales Scripts tab to continue. Select the desired script from the drop-down in the top left corner and the content will appear below for the employee to follow.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management - Can access prospects
- Customer Management : General - Can access client options