Onboarding Sales Staff
Get sellers living in the pipeline — capturing leads and following up every day.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Sales staff |
| Estimated time | 15–20 min |
| Prerequisites | Users invited with roles |
| Portal areas used | CRM |
| AI used | Sales Agent drafts; sellers review and send |
#Purpose
Make CRM the place sales works, so no lead is lost and follow-up is reliable.
#Business outcome
Sales staff manage their pipeline daily and use AI-drafted follow-ups with review.
#Recommended reading order
#Success checklist
You're on track when
- Sellers capture every lead in CRM
- Each lead has a next action
- AI follow-ups are reviewed before sending
#Common mistakes
- Keeping leads in spreadsheets
- Sending AI drafts unreviewed
#Best practices
- 'Every lead has a next action'
- Review AI drafts before sending
#Related documentation
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