This article will guide you through using the Sales Scripts feature when working tasks in ClubReady. Sales scripts help guide staff through phone conversations with prospects and clients by providing pre-written content to follow during a call.
Before You Begin
- Permissions required:
- Prospect Management - Can Access Prospects
- Customer Management: General - Can Access Client Options
How to Use Sales Scripts in Tasks
1. Access Tasks and Work It Navigate to the Prospects tab for prospect-related tasks or the Members/Customers tab for member-related tasks. If not already selected, click the Tasks tab to view the task list. Locate the task you wish to work and click the WORK IT button.
2. Select and Use a Script From the Work It panel, click the Sales Scripts tab. Use the dropdown in the top left corner to select the desired script. The content of the script will appear below for the staff member to follow during the call.
