RDEP · CRM walk-through
Sales rep or appointment setter?
Pick your role for a guided walk-through of the CRM, one step at a time. It takes about 25 minutes. Do each step in the CRM, check what you should see, then mark it done.
Appointment setter
I book the appointments
Log in, find your leads, call from your own number, and book the visit on the New Appointments calendar.
Start the setter walk-through → Sales repI run the home visits
Find the visits assigned to you, prepare, send your on-the-way signal, and log the outcome after every visit.
Start the sales rep walk-through →
How one appointment moves
Setter books it→Manager assigns a rep→Rep visits→Rep logs the outcome
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