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Smart Suggestion Rules

Choose which task type is auto-generated when a rep clicks Advance on each sale stage.

0 of 16 customized
How this works
Each row maps a sale stage to the task type that gets logged when the rep advances a lead into that stage from the AI Coach Smart Suggestion banner. Changes apply instantly to every open Command Center session.
Sale stageAuto-generated task typeDefault
1st AttemptPhone Call
2nd AttemptPhone Call
3rd AttemptText Message
No ContactPhone Call
Left VoicemailText Message
Bad NumberFollow-up
Call Back ScheduledPhone Call
Contact MadePhone Call
PitchedEmail
Demo SentIn-Person / Demo
Quote SentEmail
NegotiatingPhone Call
Verbal YesClose Sale
Closed — WonFollow-up
Closed — LostFollow-up
Do Not CallFollow-up
Developed by James L Crews
Hosted by @realworldrp
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