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Knowledge Base |
How To Use The Sales Scripts Tab In Tasks
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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.
Requirements - A Master Admin login or staff type with the following permissions:
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.
Staff Scripts Tab
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.
Related Articles:
Create A Sales Script
Complete Guide To Tasks
Requirements - A Master Admin login or staff type with the following permissions:
- Prospect Management - Can access prospects
- Customer Management : General - Can access client options
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.
Staff Scripts Tab
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.
Related Articles:
Create A Sales Script
Complete Guide To Tasks
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