Day close
Priya S. · Saturday 11 October · ready at 18:30, updates until you close the day
Calls made
23
14 connected
Assistant conversations
19
11 calls booked by the assistant
Consultations booked
3
All with a parent attending
Leads moved to nurture
4
Each with a date or reason
Update in Salesforce: 6 leads
Open each lead in Salesforce, set the stage shown, tick it here| Done | Lead | Find it by | Set stage to | Because |
|---|---|---|---|---|
| Riya, G9Carried over from yesterday | Phone ending 6650Salesforce ID 00Q5g0000XtR2 | Contacted toIC booked | Booked yesterday 18:40, after your day close | |
| Rohan, G10 | Phone ending 4821Salesforce ID 00Q5g0000XtQ9 | New toIC booked | Call at 18:15 connected; consultation booked with Anjali Rao, Sun 11:00 | |
| Kabir, G7 | Phone ending 3307Salesforce ID 00Q5g0000XtQA | Attempted to contact toContacted | Callback at 14:00 connected, 9 min | |
| Meera, G12 | Phone ending 1194No Salesforce ID: search by phone | New toAttempted to contact | 2 calls, no answer; voice note sent | |
| Dev, G10 | Phone ending 5072Salesforce ID 00Q5g0000XtQF | Attempted to contact toDisqualified | Day 7 of 7, no reply; reason: no response | |
| Aryan, G9 | Phone ending 2286Salesforce ID 00Q5g0000XtQG | New toContacted | Replied to the assistant; call booked Monday | |
| Nikhil, G11 | Phone ending 9013Salesforce ID 00Q5g0000XtQH | Contacted toIC booked | Consultation booked with Karan Malhotra, Mon 18:00 |
Velocity has no access to Salesforce. It works out each stage from what happened in Velocity (calls, WhatsApp, consultations) and lists it here. Anything not ticked moves to tomorrow’s list.
The same list for an advisor
Anjali Rao’s day close6 consultations booked, 4 held. Anjali marked each held or missed in Velocity; she only copies the stages.
- Kapoor familyMarked held at 11:58IC complete
- Iyer familyMarked held at 14:52IC complete
- Nair familyMarked held at 16:47IC complete
- Joshi familyMarked held at 18:55IC complete
- Bhatia familyMarked missed; two new slots offeredNo-show (term to confirm)
- Gupta familyMarked missed; asked to rescheduleNo-show (term to confirm)