Track your agent's prospects in the CRM

What it's for

The CRM in the Agent space shows the prospects your agent found and contacted, from the first message to the meeting.

Before you start

• A launched agent campaign: until the agent has contacted anyone, the screen stays empty. Review and launch the agent's campaigns

Steps

1. 1

   In the agent menu, open CRM.

2. 2

   Pick a tab: Prospects (waiting for a first contact), Contacted, Leads (positive reply) or Appointments. The number in brackets counts the contacts at each stage.

3. 3

   Click a row to open the prospect's record and read the exchanges.

Next tutorial: Manage and prepare your meetings