Review available manual entries with explicit source labels.
Conversations / Phone Connect
Keep the conversation in customer context.
Review communication history and plan what comes next. Keep manual CRM entries distinct from verified provider events.
Explore the product workflowWorkspace available · provider history inactive
How it supports everyday work
Open the customer and create a callback task.
Review provider capabilities and setup requirements.
Workflow demonstration · sample dataNo real calls or CRM writes
Enquiries1
Answered conversations0
Avg. answered duration—
Recorded purchases · gross PLNPLN 0
Your enquiries1/3
Alex · sample
—Form
New enquiryMaja · sample
—Next enquiry
Waiting in the scenarioLeon · sample
—Next enquiry
Waiting in the scenarioNext actions 0Meetings 0
STEP 01 / 09
New enquiry
A lead arrives with its source and context.
One customer. One shared history.
Recorded sale ≠ payment or profitFollow the same enquiries from context to outcome.
01 / 09FROM LEADS TO REVENUE
Make the next step clear.
Explore the workflow. Then bring your team into an authorised workspace.