Take over an agent prospect by hand

What it's for

When an agent prospect deserves your attention, you take it over yourself: you become its owner, you reply and you call, without leaving the Agent space.

Before you start

• An agent that already has prospects. Supervise your agent

Steps

1. 1

   In the Agent space, open CRM and click the prospect: Contact details opens. In Owner, choose yourself.

2. 2

   To reply yourself, open Inbox, or click Open conversation in the record's History.

3. 3

   To call them, click Call in the record, or create a task in Follow-ups (Create a task, or Tomorrow): it shows up in Tasks.

Next tutorial: Combine automated sequences and calls