Five levels. About twenty minutes. One mission: go from day-one beginner to a certified expert of our cold-email environment, so you never lose a lead and you book more calls than anyone.
Five quick wins to get your screen battle-ready. Tick each as you do it. If anything is missing or greyed out, ping Ben, do not work around it.
Forget everything complicated. The entire job runs on one field: CB Outcome. After every call you set it, and the lead automatically moves to the right list. No update means the lead is stuck, and you will call it again tomorrow by mistake.
Every CB Outcome sends the lead to a specific list. Learn the map and you will never lose track of anyone. Tap an outcome, then tap the list it lands in. Get all seven to win the level.
This is the job. A call happens, you pick the right CB Outcome. Five real scenarios, pick the right move on each.
There is exactly one way to silently lose a lead, and pros never do it.
You can set up your workspace, run both lead lanes, move leads cleanly through the pipeline, and you will never lose a lead to a missing date. Now go book some calls.