Work Your Leads and Deals as a Sales User

This guide covers your daily workflow as a sales user: work the leads assigned to you, follow up on time, move deals forward, and keep records accurate enough that your manager never has to ask for a status update. The sections follow the order you'll learn things in your first week.

Each section links to a deeper article when you need more than the overview.

note

Some options in Brixi are controlled by your workspace admin. If a page, button, report, field, channel, or template is missing, check with your manager or admin before assuming the feature is unavailable.

1. Sign In to Brixi

Your organization will invite you to Brixi with the login method enabled for your workspace. Depending on your setup, you may sign in with email and password, phone OTP, Google, Microsoft, or an additional multi-factor step.

After signing in, confirm that you are in the correct workspace and that your name appears correctly in the account menu. If you belong to multiple teams, confirm you are viewing the workspace where your assigned leads and tasks live.

What to Check After Login

Check	Why it matters
Workspace name	Prevents updating records in the wrong account.
Your name and profile details	Helps managers assign leads, meetings, and reporting ownership correctly.
Notifications	Ensures you receive reminders, assignment alerts, and missed follow-up signals.
Visible navigation	Confirms your role has the correct CRM, mobile, report, and channel access.

If you cannot sign in, use Troubleshooting and contact your admin with the exact login method you used and the message shown on screen.

2. Set Up Your Profile and Notifications

Your profile helps Brixi route work, display ownership, and send the right alerts. Review it before you start working leads.

Check your name, phone number, email, team, manager, notification preferences, and working location if your organization uses field workflows. Mobile users should also confirm notification permission on the device so assignment and follow-up alerts are not missed.

Related guide	Description
Profile and Preferences	Review mobile profile settings, notification behavior, and device readiness.
Users and Permissions	Understand how admins manage roles, teams, and access.
Compliance: Data Access	Learn why clean access and role hygiene matter.

3. Understand Your Home Dashboard

The dashboard is your starting point for daily sales work. Use it to decide what needs attention first instead of jumping randomly between contacts.

A useful daily review looks like this:

1. Check new assigned leads.
2. Review overdue and due-today tasks.
3. Look at meetings, visits, and calendar commitments.
4. Scan missed calls, unread conversations, or pending replies.
5. Open high-priority deals or enquiries that changed recently.

Managers may configure reports and widgets differently, so your dashboard may not match another user's screen exactly.

Related guide	Description
CRM Reports and Analytics	Understand sales activity, lead, task, and deal reporting.
Use the Mobile Home Dashboard	Use the mobile dashboard when working from the field.
Field Reports and Analytics	Review field activity, visit, attendance, and follow-up visibility.

4. Manage Contacts and Leads

A contact is the customer or buyer record. A lead represents sales interest, assignment, qualification, and follow-up work around that customer. In many teams, the contact and lead are handled together because the sales user needs identity, context, communication history, and next action in one place.

As a sales user, your main responsibility is to keep customer records accurate enough that anyone can understand the latest status without asking you for a manual update.

Common Contact and Lead Actions

Action	When to use it	Guide
Create a new contact	You spoke to a new buyer or received a qualified enquiry.	Create and Update a Contact
Update customer details	Phone, email, address, budget, project, or preference changed.	Create and Update a Contact
Import many contacts	Your team has a spreadsheet or external list to upload.	Import Contacts
Group contacts	You need a reusable segment for outreach or reporting.	Contact Lists, Companies, and Partners
Review owner and stage	You need to know who is responsible and where the lead stands.	Lead Queues

Good Record Hygiene

Keep the record useful for the next person. Add the customer's intent, last conversation summary, promised next step, and any blockers. Avoid vague notes such as "called" or "interested" without explaining what happened.

Examples of useful updates:

• "Interested in the premium plan, wants a Saturday demo, budget approved this quarter."
• "Asked for pricing details on WhatsApp; follow up tomorrow after the decision-maker reviews."
• "Not reachable twice today; try after 7 PM as requested."

5. Work From Lead Queues

Lead queues help you focus on the records assigned to you or your team. Use queues to filter by owner, status, stage, source, priority, or follow-up date.

Start with the queue your manager expects you to work from. Then move through records in priority order. A lead should usually leave your queue only when it has been updated, reassigned, disqualified, converted, or scheduled for a clear next action.

Related guide	Description
Lead Queues	Understand assigned views, filters, priority, and queue-based work.
Tasks and Follow-Ups	Create reminders so leads do not disappear after one interaction.
Notes and Activity History	Keep the timeline useful for managers and teammates.

6. Use the Contact Detail Page

The contact detail page is the customer workspace. Before calling or messaging, open the record and check the latest details so you do not repeat questions or miss a commitment.

Review:

1. Basic contact information.
2. Owner, source, stage, and status.
3. Notes and previous activity.
4. Open tasks and overdue follow-ups.
5. Related enquiries, deals, visits, and conversations.
6. Consent and preferred communication channel if available.

After every meaningful interaction, return to the detail page and update the record. This is what makes Brixi useful for managers, handoffs, automation, and reporting.

Related guide	Description
Contact Detail Page	Learn what to review before taking action on a contact.
Notes and Activity History	Add timeline notes and understand visible activity history.
Communication Consent	Understand consent-sensitive communication behavior.

7. Communicate With Customers

Brixi can bring communication history into the customer record so agents and managers can see what happened across calls, messages, email, and connected channels.

Your workspace may include email, WhatsApp, SMS, telephony, or other channels. Which actions are visible depends on your integrations and permissions.

Before You Send or Call

1. Check the latest note or conversation.
2. Confirm the customer has not opted out of the channel.
3. Use the right template if your team standardizes outreach.
4. Set the next task immediately after the conversation.
5. Log the outcome in clear language.

Related guide	Description
Log Calls, Messages, and Emails	Record outbound and inbound communication history.
Integrations	Understand how email, WhatsApp, SMS, calendar, telephony, and sources connect.
Omnichannel Inbox	Manage customer conversations from the shared inbox.

8. Manage Tasks and Follow-Ups

Tasks are how you protect future commitments. If a customer asks you to call tomorrow, share a brochure next week, schedule a visit, or confirm pricing, add a task immediately.

Good tasks include:

• A clear action.
• A due date and time.
• The related contact, lead, deal, or visit.
• The expected outcome.
• Any context needed before contacting the customer.

Example: "Call Arjun after 6 PM to confirm Saturday appointment."

Related guide	Description
Tasks and Follow-Ups	Create, complete, reschedule, and review follow-up tasks.
Mobile Tasks and Calendar	Manage reminders and meetings from the mobile app.
Daily Field Workflow	Use tasks as part of a field sales day.

9. Work Deals and Pipeline

Deals represent revenue opportunities. Use them when a customer has moved from general interest to a trackable sales opportunity with value, stage, close date, products, service interest, or decision timeline.

Update deal stages when the sales situation changes. Do not wait until the end of the week; stale stages make pipeline reports unreliable.

Deal action	Guide
Create a new deal	Create a Deal
Review the pipeline	Deals Pipeline
Understand a specific deal	Deal Details
Track product or service interest	Enquiries and Product Matching

What Managers Expect

Managers use deal data to forecast revenue, identify stuck opportunities, and coach the team. Keep value, stage, owner, close date, notes, and next task accurate so your pipeline does not require a separate status call.

10. Plan Site Visits and Field Work

If your team sells through meetings, demos, branch visits, or customer appointments, use Brixi to plan and record field work.

Before a visit, confirm the customer, time, location, visit purpose, assigned executive, and next step. After the visit, log the outcome immediately while the details are fresh.

Related guide	Description
Property and Site Visits	Plan and record visit-related CRM work.
Property Visits	Execute visits from the field executive workflow.
Clock-In and Attendance	Understand attendance and workday visibility.
Ride Coordination	Coordinate customer or executive movement when rides are part of the workflow.

11. Use the Mobile App

The mobile app is for sales work away from a desk. Use it to check assigned work, update contacts, manage deals, view tasks, log visits, use the assistant, and keep your manager informed while moving between meetings.

Before depending on the app for a field day, confirm you can sign in, see your assigned records, receive notifications, open contact details, and update tasks.

Mobile guide	Description
Using the Mobile App	Learn what the mobile app is for and how it fits daily work.
Use the Mobile Home Dashboard	Read the mobile home screen and decide what to do next.
Mobile Contacts	Work customer records from the phone.
Mobile Deals	Review and update deal information on mobile.
Assistant on Mobile	Use AI assistance while working from the field.

12. Review Reports

Reports help you understand what has happened and where attention is needed. The reports you can see depend on your role and permissions.

Sales users commonly review their assigned lead count, open tasks, overdue follow-ups, completed activities, deal movement, calls, visits, and conversion progress. Managers usually see wider team performance.

Report area	Guide
CRM activity and pipeline	CRM Reports and Analytics
Mobile adoption and task follow-through	Mobile Reports and Analytics
Field attendance, visits, and activity	Field Reports and Analytics
Channel and sync health	Integrations
Automation performance	Automation Reports and Analytics
Compliance review	Compliance Reports and Analytics

13. Get Help

Before contacting support, collect enough detail for someone to reproduce the issue quickly.

Include:

• The page or mobile screen where the issue happened.
• The contact, lead, deal, task, visit, or report you were working on.
• What you expected to happen.
• What actually happened.
• Whether other users on your team see the same issue.
• A screenshot if your company allows sharing one.

Contact your manager or admin first when the issue appears related to access, assignment, missing reports, templates, task types, channels, or workspace configuration. Contact Brixi support when your admin confirms the setup is correct and the issue still continues.

Recommended Learning Path

Follow this order if you are learning Brixi for the first time:

1. Lead Queues
2. Contact Detail Page
3. Log Calls, Messages, and Emails
4. Tasks and Follow-Ups
5. Create a Deal
6. Deals Pipeline
7. Use the Mobile Home Dashboard
8. CRM Reports and Analytics

Once those are comfortable, move into integrations, automation, Voice Agent, and Conversation Agent workflows based on what your organization has enabled.

Troubleshooting

As a new user, your most likely problems are missing leads, missing menu items, or a quieter dashboard than your teammates' — and all of those are role and assignment settings your admin controls, not bugs. Section 13. Get Help explains what to collect before asking anyone.

Contact Brixi support only after your admin has confirmed your access is right and the issue still happens — for example, you can see a lead but updates to it won't save.