A sales agent's day

Today, callbacks, outcomes you owe, targets, converting a lead.

Today

Start on Today. 'My day' shows your dials, reached, conversations, callbacks due in the next hour, outcomes you still owe (conversations without an outcome — fix them, they count against you), leads untouched for 3+ days, and your target bars.

Callbacks

Choose CALLBACK in the wrap-up and pick the time. It appears on Today, reminds you (in-app, email or Telegram if set up), and the auto-dialer calls it before fresh leads when it is due. A callback more than 15 minutes late is flagged as missed.

Converting a lead

When a lead registers on the platform and is a real prospect, press Convert on the lead page. The client record is created for the retention desk; the lead page shows a 'converted' banner. Converting is not a deposit — deposits are recorded separately and confirmed by a manager.

Notes

Notes keep their line breaks. Paste the FTD sheet as-is; it renders line by line.