Call
Open the device phone handler with the selected number. The Execution queue advances locally; that is not confirmation that Jordan answered or that a call was logged in the CRM.
Sales
Know the context before the next conversation.
Help sellers prepare relevant outreach and give leaders a clearer view of follow-up, pipeline and forecast. Start with the context available, then agree the next step.
Illustrative people · Actual app with sample data
The sales question
Which leads and deals need attention, and how should the team respond?
New inquiries, overdue follow-ups and ageing deals compete for the same time. Sellers need a reason for the next conversation. Leaders need to see whether the next steps behind the forecast are credible.
MarketLyfter OS brings authorized CRM context, sales preparation and review views into the workflow. Use the evidence to choose the priority, prepare the conversation and make the follow-up specific.
- 01
Choose who needs attention.
Review ownership, recent activity and missing next steps before working through the queue.
- 02
Prepare a useful conversation.
Use the available prospect and business context to ask relevant questions and review the draft.
- 03
Give follow-up a place.
Record the outcome and next step so the seller and the team can return to the same question.
For the seller / A worked preparation
Give the next conversation a useful starting point.
Follow Alex Rivera preparing to contact Jordan Lee at Northstar Health. Both are fictional sample records. The screens show preparation; no call or message has been sent.
- 01 / INSPECT THE CONTEXT
Start with what is actually known.
Use Leads to review follow-up pressure and ownership. In Execution, select the representative and queue order, then inspect the chosen lead, contact or opportunity and the signals available for it.
Jordan’s sample record shows Alex as the representative, Northstar Health as the company and Google Ads as the source. That supports a conversation to understand the current need; it does not tell Alex what Jordan wants to buy.
Where recorded, preparation can also include submitted needs, answers, form and campaign context. Missing details remain missing. Execution’s workspace rep selector has a different scope from owner-filtered sales analytics.
Sample contact The sample queue puts the representative, contact and available interest signals together. Jordan’s recorded signal is a source label; it does not establish a need, buying intent or a previous conversation. - 02 / PREPARE AND REVIEW
Ask better questions before making a pitch.
B.A.K.E.R. can prepare a script using the authorized record, your saved business identity and available official website context. Workspace guidance can shape tone, length, discovery questions and the follow-up.
Review the objective, opening line, questions, voicemail and message drafts. Keep the company’s claims accurate and let Jordan describe the need in their own words. Source and submitted details help preparation without becoming lines to recite to the prospect.
From the sample preparation“What is the most useful outcome for your team this quarter?”
For this conversation, Alex can confirm who should be involved, what the team needs to evaluate and whether a further discussion would be useful.
AI refinement needs configured services and budget. If it is unavailable, the app can show a labelled local fallback. Check the notice and saved state before relying on the draft.
Sample draft Review the objective, questions and wording before use. This saved sample was manually authored to demonstrate the interface; it is not a live AI generation or a completed outreach. The full view also includes the email draft.
03 / TAKE THE REVIEWED NEXT STEP
The draft prepares the outreach. You carry it out.
Choose the appropriate channel after reviewing Jordan’s contact details and the message. These controls hand off to your device’s communication apps.
Open the default email app with the recipient and draft body. Review the message there and send it yourself. Generating or opening the draft does not send it.
Text
Open the messaging handler with the prepared text where supported. A clipboard fallback helps carry the draft across. Review the recipient and content before sending.
04 / RECORD WHAT HAPPENS NEXT
Leave the team a clear next step.
After the conversation, record the outcome and agreed next step in your CRM. Use an Action Center task for owned follow-up, with a due date and a reference to the relevant record.
For Jordan, that could mean noting the need they actually described, who will join the next discussion and when Alex should return. This is a proposed follow-up, not a result shown in the sample.
CRM recordKeep the conversation outcome and next step with the source record.
Team reviewReview the activity and deal context available after synchronization.
Action CenterTrack the owner, due date and progress of the agreed work.
Explore owned follow-upAn optional conversation review
Coach from a recording the setup can actually capture.
When recording is appropriate and consent is confirmed, the browser microphone can capture audible conversation for transcription and B.A.K.E.R. coaching. Use speakerphone or another approved audio setup that makes both sides audible.
The workflow needs microphone permission, a supported browser and configured transcription and AI services. It saves the transcript and review to the workspace and discards raw audio after processing.
Opening the phone app does not automatically record both sides. The current capture shows the consent and setup state, with recording still disabled.
For the sales leader
Bring the next-step review into the forecast discussion.
Move between the deal, lead, owner and forecast views to ask where the team needs to act. Read the dates and data scope before comparing the measures.
SALES REVIEW / PIPELINE
Inspect the deals that could change the picture.
Review open value, weighted value and stage distribution, then inspect the largest opportunities. Use the Stale and Needs follow-up views to focus the discussion on timing, ownership and the next action.
Ask what has changed on an ageing deal, whether the next step is recorded and whether the close date is still credible. An attractive pipeline total is the start of that discussion.
Deal age, inactivity and a missing next step are different signals. Check the underlying record before deciding why a deal has stalled.
SALES REVIEW / LEAD PRIORITIES
Make ownership and follow-up visible.
In Leads, review Uncontacted, Stale and Needs follow-up reporting views. Open the lead directory to inspect the authorized inventory and its own filters, then check a record’s status, source, owner and attention flags.
For example, the directory flags sample lead Taylor Brooks for follow-up and a next step. Agree the responsible seller and what to check before preparing the outreach.
The complete authorized directory has its own scope. A reporting filter above it does not automatically remove records from that directory.
SALES REVIEW / TEAM
Put activity beside the opportunities it supports.
Team brings open pipeline, open deals, won revenue, recorded activity, follow-through and stale-deal counts together by owner. Use the selected period to discuss where a seller needs support.
Compare activity with the seller’s actual opportunities and responsibilities. A small activity count or a single rate does not explain the quality of the conversation.
Team visibility follows the authorized analytics scope. The sample uses a leadership session; it does not establish that every seller can see every colleague.
SALES REVIEW / FORECAST
Review the assumptions behind the target gap.
Forecast & Targets puts projected revenue, weighted forecast, revenue at risk and stale opportunities beside the configured target and planning estimates. Review the reporting window before comparing it with Pipeline or Team.
Use the target gap to focus the discussion: which deals need a credible next step, what would change their timing, and what additional demand would be needed under the current assumptions?
These are deterministic estimates from synchronized CRM records and configured targets. They are not a promise of future revenue or an AI prediction.
The evidence behind the review
Resolve the record gaps that weaken the next decision.
Data Quality helps identify supported hygiene and follow-up findings, including stale records and missing next steps. Check source freshness, issue priority and the record behind the finding before preparing cleanup work.
Agree who will investigate or correct the CRM record, then review the synchronized evidence. A confidence score or estimated impact helps prioritize attention; it does not repair the record or establish a lost sale.
Coverage varies by CRM. Salesforce and GoHighLevel have supported hygiene paths; the current Dynamics view does not provide the same issue and health-score coverage.
Explore CRM data quality
Opportunity Finder
Investigate before treating a signal as a prospect.
Where enabled and configured, distinguish known unconverted leads, anonymous demand and public-prospect research. Review the available sources and existing relationships before deciding what deserves outreach.
Capture preparation and suggested next steps still need a reviewed fit, an owner and a decision to proceed. Anonymous demand is not an identified person, and a suggested approach does not contact anyone.
Conversations & Appointments
Review the activity your connected location provides.
With GoHighLevel selected and a ready, synchronized location, this view reports conversation response, unread workload and appointment activity.
Availability follows provider configuration and access. It is an analytics view; the device-handler workflow in Execution remains the route described here for preparing and carrying out outreach.
Beyond the sales queue
Bring the right context into the handoff.
With Marketing
Review available campaign, form and source evidence alongside the lead’s progression. Agree what “qualified” means and what the seller actually learned before changing acquisition direction.
Jordan’s Google Ads label is a starting point for that review. It is not proof of a particular campaign journey or buying intent.
Explore MarketingWith Operations
Before promising delivery timing or capacity, ask an authorized colleague to review the available operational evidence. Record the constraint and who must confirm the commitment.
Mapped operational context can inform the discussion. A deal does not automatically have every delivery, cost or capacity record linked to it.
Explore OperationsChoose the sales workflow
Go deeper on the decision in front of you.
Lead Response and Sales Readiness
Turn the available lead context into a reviewed conversation and a clear follow-up.
Pipeline Risk and Forecast Reviews
Inspect ageing deals, missing next steps and the assumptions behind the forecast.
Cross-Department Accountability
Agree what Sales, Marketing and delivery need to check, who owns it and when to return.
Before the next conversation
Practical questions from sales teams.
Does a generated email or text send automatically?
No. Execution prepares the draft and opens the device’s email or messaging handler. Review and send it in that app. Text prefilling depends on the device; a clipboard fallback is available.
Does clicking Call record or log the conversation?
Call opens the phone handler and advances the local queue. It does not confirm that a conversation happened or write a completed call back to the CRM. Recording is a separate, consent-based microphone workflow with its own audio and provider requirements.
What if prospect context or AI is unavailable?
Use only the source details and business context available to the workspace. The app can show a labelled local preparation fallback when AI refinement is unavailable. Review the notice, saved state and wording; do not treat missing prospect information as a fact.
Can every seller see the whole team?
Sales analytics follows role and record scope. Execution deliberately uses shared workspace CRM data with a representative selector, so its scope differs. The sample captures use a leadership session; confirm the intended team access during setup.
Which CRM and conversation views are supported?
Salesforce, GoHighLevel and mapped Microsoft Dynamics records have supported CRM paths, with differences in data and feature coverage. Conversations & Appointments depends on the selected GoHighLevel location and sync. Data Quality does not provide identical findings across all three providers.
Your next sales review
Bring a lead to prepare and a deal to review.
Tell us how your sellers follow up, which CRM you use and where pipeline reviews lose clarity. We’ll walk through preparation, the next action and the team’s view of the work.