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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 stage | Auto-generated task type | Default | |
|---|---|---|---|
| 1st Attempt | Phone Call | ||
| 2nd Attempt | Phone Call | ||
| 3rd Attempt | Text Message | ||
| No Contact | Phone Call | ||
| Left Voicemail | Text Message | ||
| Bad Number | Follow-up | ||
| Call Back Scheduled | Phone Call | ||
| Contact Made | Phone Call | ||
| Pitched | |||
| Demo Sent | In-Person / Demo | ||
| Quote Sent | |||
| Negotiating | Phone Call | ||
| Verbal Yes | Close Sale | ||
| Closed — Won | Follow-up | ||
| Closed — Lost | Follow-up | ||
| Do Not Call | Follow-up |