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Knowledge Base |
Create A Sales Script
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This video and article will walk you through how to create or edit a Sales Script which is used when working a task.
Requirements - A Master Admin login or a staff type with the following permissions:
To create a new sales script, go to Setup > Leads > Sales Scripts. Enter the name of the new Sales Script and click Create A New Sales Script.
The edit page will appear after a new Sales Script has been created. Existing scripts can be edited by clicking the edit pencil next to an existing script name. Basic editing tools are available on the toolbar above the text box. When finished click Update.
Related Articles:
How to Assign the Sales Script to a Prospect Type
How To Use a Sales Script In Tasks
Requirements - A Master Admin login or a staff type with the following permissions:
- Club Setup: Can access setup
- Club Setup: Can access sales scripts setup
Create A Sales Script
To create a new sales script, go to Setup > Leads > Sales Scripts. Enter the name of the new Sales Script and click Create A New Sales Script.
Edit a Sales Script
The edit page will appear after a new Sales Script has been created. Existing scripts can be edited by clicking the edit pencil next to an existing script name. Basic editing tools are available on the toolbar above the text box. When finished click Update.
Related Articles:
How to Assign the Sales Script to a Prospect Type
How To Use a Sales Script In Tasks
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