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7 min readBasicAgent

Your first day as a sales rep

A simple routine from morning to evening: who to handle first, what to log, and how never to forget a customer.

If you read only one guide, read this one. It ties every tool into one working day.

Open in CloseUp

Steps

  1. 01

    Morning: open Leads, start with the urgent ones

    Leads

    Click Leads. The list uses smart sort by default — urgent at the top.
    Watch the thin coloured stripe on each row:

    • Light blue — fresh lead.
    • Amber/orange — nearing response time.
    • Red — at risk of losing it. Handle it now.
    Tip: The Active chip hides parked and closed leads, so you only see what needs work.
  2. 02

    Open a lead and read "What to do now"

    Click a lead. The lead card opens in the centre:

    • What to know — who the customer is and what matters to them (AI summarises it).
    • What to do now — the next goal and What to say: a ready opening line with a Copy button.
    You should see: Before you pick up the phone, you already know what to say.
  3. 03

    Call, WhatsApp or email

    Lead card›Call

    Call, WhatsApp and Email are on the card; the one AI recommends is highlighted.
    If a phone system is connected, the call is logged automatically — with a recording and summary.

  4. 04

    After the call: update status and add a note

    • Click the status circle by the lead's name and pick the new stage (e.g. In progress or Proposal sent).
    • In Tasks & notes, write a line about what was agreed — Ctrl+Enter saves.
    Tip: Customer asked you to call back? Click Reminder and pick a time. The lead hides and comes back exactly on time.
  5. 05

    Midday: go through your tasks

    Tasks

    Click Tasks. The top shows how many are overdue, due today, and what's next up. Tick each task you finish.

  6. 06

    Evening: wrap up the day

    On Leads, click the trophy Today's summary: leads handled, calls (outgoing and incoming) and average talk time.

    You should see: Day done — and no customer forgotten.

Questions

How will I know a new lead arrived while I'm elsewhere?

A pop-up appears: "New lead in list: ..." with Open. You can also turn on phone alerts — see Phone & desktop alerts.

I only see some of the company's leads. Is that right?

Yes. Most reps only see leads assigned to them. Your admin sets the access level.