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Marco Silva
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Marco Silva
Closer
·
Active
·
3 clients
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Email
[email protected]
Language
French, English
Phone
(438) 555-0148
Time zone
Eastern (Montréal)
Role
Closer
· Sales calls and price hand-offs
Last active
11 min ago
Role and access
Clients
3
Operator
Activity
3
Closer
Picking a role fills the switches; any switch can then differ, and stays when the role changes.
Closer
▼
All clients
Sees every client, now and future, instead of the ones assigned
Client setup
Onboarding, Business info, the AI employee and its playbooks
Integrations
GoHighLevel, numbers and connections
Keys and secrets
Only Admins hold keys and secrets; account managers see the names
Workflows: build
Builds and publishes workflows, without code steps
Work queue
Claims, calls, logs dispositions, books, hands back
Review
Reads conversations and audit events for their clients
People and roles
Invites, changes access, deactivates