Localhost only
Sales workspace
Will handles assigned sales. A reply is sent from Donnie's connected account, so the customer can see it as Donnie. Will should introduce himself in the message.
Checking the workspace.
Sales dashboard
Sales inbox
Business records stay in PCC. This inbox reads them and does not copy them into another list.
A business appears here when Donnie confirms the first outreach was sent. No reply is required. This page does not send a follow-up.
Business messages
Follow-ups due
Remote test
Checking the disposable remote test.
Deals
A recorded deposit is not proof of payment unless Donnie confirms the amount.
Replies stay in the approved inbox. This page does not send a message.