Sample desk · General business · lane: sales

Sales: what the agents did today

Your desk · Sales · General business3 done · 1 needs you · 1 queued
Done today
  1. Quote 2207 drafted from the price list
  2. Tuesday's web leads got a first reply
  3. Follow-ups sent on two open quotes
Queued
  1. Call list for Thursday's leads
Needs your yes
  1. Approve the quote to a new customerDrill deeper ▸

What agents do hereAn agent drafts each quote from your price list and keeps follow-ups on schedule. A quote to a new customer waits for your yes.

◂ All five lanes

Try us out

Sales, in a sample business. Where next?

  1. Drill deeper
  2. Next lane: Production
  3. Back to the General business desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.