How the Sales Agent works
What the Sales Agent reads, what it prepares and what it can never do without a person.
The Sales Agent works from the same records as your team and only sees what the person it works for can see: a Lead or Opportunity, its recent activity, open tasks and emails, and the Contact and Company it belongs to.
What it prepares
- A summary of a Lead and what has happened so far.
- What has gone quiet, what is overdue and what closes soon.
- The next step: a follow-up email, a task, a field change, a new owner, a stage move or a sequence.
What it does by itself, and what waits for you
- It can create a task and log an activity by itself.
- Sending an email, updating a field, assigning an owner, moving a stage and enrolling in a sequence always wait for a person in Approvals.
- It cannot create or delete records, stop a sequence or make bulk changes.