tap a call to open it
Open deals β the prospect showed, it's a follow-up: the next call, the Yes, the call back
β
Rebook β the prospect cancelled but wants a new time: call them, then move it
Up next β
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Needs an outcome β
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This week
History β
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The team
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Every time says whose it is: your time is the zone you picked (change it at the top), their time is the prospect's. Join call opens the meeting link on the invite β Chase's account hosts, one meeting at a time. Marking an outcome here is what moves the booking on the caller's board and pays it.
Closer board