People

Marketing CRM People

People

Sales Funnel Call Scripts

Bulk Edit	Name	Email	Attachment	Deal Score	Engagement Score	Sentiment Score	Phone	Notes	Company Name	Actions
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Add Note		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Add Note		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Add Note		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Add Note		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Add Note		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate
1095092816303	Vipul Universell	[email protected]	-	0	0	0	800-026-0025	Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.		Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate

id	Lead Status	Color	Actions
104759285471	Closed	#FFFFFF

Script Name	Script	Created date	Created by	Actions
104759285471	Closed	09.22.2022 14:27	Support KM

Cus. Id	Customer Name	Email	Phone	Status	Birth Date	gender	Secondary Name	Secondary Contact Phone	Secondary Contact Email	Website	Company Name	Number of Employees/Agents	Zone	Dynamic	Company Adress	Billing Address	Shipping Address	Customer Address	Customer City	Customer State	Customer zip	Lead Source	Funnel Source	Deal Size	Created Date	Updated Date	Action
104759285471	Jne Cooper	[email protected]	Sanjay Mybmr	168	012 345 67 89	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Company AB	Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate

id	Lead Status	Color	Actions
104759285471	Closed	#FFFFFF	Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note

Script Name	Script	Created date	Created by	Actions
104759285471	Closed	09.22.2022 14:27	Support KM

Export

id	Name	Email	Attachment	Lead Scoring	Phone	Company Name	Actions
104759285471	Jne Cooper	[email protected]	Sanjay Mybmr	168	012 345 67 89	Company AB	Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note

id	Lead Status	Color	Actions
104759285471	Closed	#FFFFFF	Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note

Script Name	Script	Created date	Created by	Actions
104759285471	Closed	09.22.2022 14:27	Support KM

Enter Lead

Deals in play: 2

Deals value: 0

First Name

Last Name

Email

Email

Add

id	Name	Email	Attachment	Lead Scoring	Phone	Company Name	Actions
104759285471	Jne Cooper	[email protected]	Sanjay Mybmr	168	012 345 67 89	Company AB	Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note Deactivate

id	Lead Status	Color	Actions
104759285471	Closed	#FFFFFF	Send Message Send Email Send Appointment Email Link Edit Customer Reward Point Add Invoice Add Task Add Note

Script Name	Script	Created date	Created by	Actions
104759285471	Closed	09.22.2022 14:27	Support KM

Customer ID	Customer Name	Email	Phone	Secoundary Contact Number	Agency Name	Customer ZIP	Lead Source	Funnel Source	Deal Size	Note	Created Date	Deactivated Date	Actions
10475	Jne Cooper	[email protected]	8569743214	9876543210	XYZ company	206078	High	Paid	856	Add Note	30.10.2023	30.10.2023
10475	Jne Cooper	[email protected]	8569743214	9876543210	XYZ company	206078	High	Paid	856	Lorem ipsum dolor sit amet consectetur.	30.10.2023	30.10.2023

Filter

Scoring

Status

In Progress

Pending

Low potential

Hot

More

+3 active

Hot

Hot

Hot

Hot

Less

Start Date

End Date