First-day setup: stages, calling hours and your people
The owner does this once, before the first lead goes in. It takes less than an hour, because the starter pack for your kind of business has already filled in most of it.
- Start a company with the starter pack for your trade.
- Change stages, call outcomes, lead sources and lost reasons to your own words.
- Set calling hours, a daily call limit and what callers should say.
- Add callers and managers, and choose how new leads are shared.
Step by step
Seven steps, in the order the portal asks for them. Accounts open very soon. The steps below are the screens as they are built today.
- Start a new companyOn the login screen choose Start a new company. Fill in Company name, City, Kind of business, Your name, Email and a Password of 8 characters or more, then press Start. You become the owner. The kind of business sets your stages and scripts.
- Check your stagesOpen the Settings app. The Stages card lists what the pack set up. The first stage is where new leads start. Rename a stage, type a new one in the Add a stage box, and set each one as Open, Won or Lost. Press Save stages. Keep one Won and one Lost stage.
- Set calling hours and limitsOn the same screen, the card Calling hours and limits has five boxes: Calls allowed from, Until, Calls per caller per day, Not picked up: try again next day at, and What leads ask about is called. Press Save.
- Tidy the four listsBelow are Call outcomes, Lead sources, the list of what leads ask about, and Why leads are lost. Each is a plain box, one item per line, with its own Save. Keep the outcome Connected.
- Write what to sayIn the Settings menu open Scripts and targets. The card What to say has one box for each open stage. Write one point per line. Callers see it before and after a call. The same screen holds Targets and incentive, Kinds of visit and the Starter pack card.
- Add your peopleOpen the Team app and press Add a person. Fill in Name, Email (this is their login) and Role: Caller sees only their own leads, Manager sees every lead. Press Add person. A one-time password is shown once. Give it to them. Their login shows Waiting until they set their own password.
- Choose how leads are sharedIn the Team menu open Lead safety. Two switches matter on day one: Share new leads in turn, and Hide full phone number from callers. Only the owner can change them.
Screens shown with the demo company, Disha Career Academy in Surat.
Good habits and common mistakes
- Read the pack’s stages aloud with one caller before you change anything.
- Write the script for the first stage in the words your best caller already uses.
- Add every caller before the first import, so leads can be shared in turn.
- Importing leads first and picking the starter pack later. A pack can be applied only while there are no leads.
- Removing a stage that has leads in it. The portal does not allow it. Move the leads first.
- Losing the one-time password. It is shown only once. Use Reset password in Team to make a new one.
- Deleting the outcome Connected from the list of call outcomes.
Asked about this lesson
Can I change the starter pack later?
Only while the company has no leads. After that you change stages, sources, lost reasons, visit kinds and scripts one by one, which is always allowed.
Who can open Settings?
The owner. A manager opens every other app. A caller starts with Leads, Calls, Follow-ups, Visits, Collections and Customers, and never gets Team, Settings or Reports.
A caller forgot the password. What now?
Open Team, find the person and press Reset password. They are logged out everywhere and you get a new one-time password to give them.
Our trade is not in the seven packs. Where do we start?
Pick the closest one and rename things in Settings. The starter packs page shows what each pack sets up.