Sales OS Internal

💰 Sales Call Internal Email

1 | Sales Call | Notify Internal | Scheduled | Instant | Email | 💰📧🔔

Subject: {{contact.name}} Just Locked in a Sales Meeting!
Preview Text: Meeting set for {{appointment.start_time}}—check the details.
Big win! {{contact.name}} just booked a sales meeting for {{appointment.start_time}}.
Here’s the scoop:
  • Email: {{contact.email}}
  • Phone: {{contact.phone}}
  • Website: {{contact.website}}
  • Instagram: {{contact.instagram}}
  • Calendar ID: {{calendar.name}}
  • Assigned User: {{appointment.user.name}}
Now let’s close the deal.
{{location.name}}

1 | Sales Call | Notify Internal | No Show | Instant | Email | 💰📧🔔

Subject: {{contact.name}} No-Showed Their Sales Meeting
Preview Text: Welp… {{contact.name}} didn’t make it.
Well, that didn’t go as planned. {{contact.name}} no-showed their sales meeting at {{appointment.start_time}}.
Next move? Follow up, reschedule, or call it a day. Your call.
Let’s sort it out,
{{location.name}}

1 | Sales Call | Notify Internal | Canceled | Instant | Email | 💰📧🔔

Subject: {{contact.name}} Canceled Their Sales Meeting
Preview Text: Sales meeting for {{contact.name}} at {{appointment.start_time}} has been canceled.
Heads up! {{contact.name}} just canceled their sales meeting for {{appointment.start_time}}.
Might be worth checking in—reschedule or update their status and keep things moving.
Onward,
{{location.name}}

1 | Sales Call | Notify Internal | Update Appt Status | Instant | Email | 💰📧🔔

Subject: What Happened with {{contact.name}}?
Preview Text: Quick update—did {{contact.name}} show up?
Hey, quick one—how did the meeting with {{contact.name}} go?
No-Show? {{trigger_link.srywwY2aaLBG0naPfntv}}
Showed Up? {{trigger_link.yNfGUna5HTg4AoLJ7wuo}}
Hit the right button and keep things rolling.
Nice work,
{{location.name}}

💰 Sales Call Internal SMS

1 | Sales Call | Notify Internal | Scheduled | Instant | SMS | 💰💬🔔

Nice win! {{contact.name}} just locked in a sales meeting for {{appointment.start_time}}. Check {{ custom_values.__name_of_os }} for details

2 | Sales Call | Notify Internal | No Show | Instant | SMS | 💰💬🔔

Oh no! {{contact.name}} missed their sales call at {{appointment.start_time}}. Check
{{ custom_values.__name_of_os }} for details

3 | Sales Call | Notify Internal | Canceled | Instant | SMS | 💰💬🔔

{{contact.name}} canceled their sales meeting at {{appointment.start_time}}. Check
{{ custom_values.__name_of_os }} for details

4 | Sales Call | Notify Internal | Update Appt Status | Instant | SMS | 💰💬🔔

How did the meeting with {{contact.name}} go?
No-Show? {{trigger_link.srywwY2aaLBG0naPfntv}}
Showed Up? {{trigger_link.yNfGUna5HTg4AoLJ7wuo}}

5 | Sales Call | Notify Internal | Appt Status Showed | Instant | SMS | 💰💬🔔

{{contact.name}} is marked as shown! Keep the momentum going.

6 | Sales Call | Notify Internal | Appt Status No Show | Instant | SMS | 💰💬🔔

{{contact.name}} is marked as a no-show! Time to follow up or move on.

💰 Sales Call Internal Slack

1 | Notify Internal | Sales Call Scheduled | Slack | 🔔

{{ custom_values.__sales_meetings }} - Scheduled
Nice win! {{contact.name}} locked in a sales meeting for {{appointment.start_time}}.
Details:
  • Email: {{contact.email}}
  • Phone: {{contact.phone}}
  • Website: {{contact.website}}
  • Instagram: {{contact.instagram}}
  • Calendar ID: {{calendar.name}}
  • Assigned User: {{appointment.user.name}}
Check {{ custom_values.__name_of_os }} for details

2 | Notify Internal | Sales Call No-Show | Slack | 🔔

{{ custom_values.__sales_meetings }} - No-Show
Welp… {{contact.name}} didn’t show up for their {{ custom_values.__sales_meetings }}.
Next move?
Check {{ custom_values.__name_of_os }} for details

3 | Notify Internal | Sales Call Canceled | Slack | 🔔

{{ custom_values.__sales_meetings }} - Canceled
Well, that happened… {{contact.name}}’s sales meeting at {{appointment.start_time}} is canceled.
Check {{ custom_values.__name_of_os }} for details

4 | Notify Internal | Follow Up Call | Slack | 🔔

Heads up!
Boom! {{contact.name}} just locked in a {{ custom_values.__follow_up_calendar }} - sales call 🔄 for {{appointment.start_time}}!
Here’s the scoop:
  • Email: {{contact.email}}
  • Phone: {{contact.phone}}
  • Website: {{contact.website}}
  • Instagram: {{contact.instagram}}
  • Current Revenue: {{contact.current_revenue}}
  • #1 Goal for the Call: {{contact.1_outcome_for_the_call}}
Check {{ custom_values.__name_of_os }} for details

5 | Notify Internal | Setter Call | Slack | 🔔

Ding ding!
{{contact.name}} just booked a {{ custom_values.__setter_calendar }} - sales call 🔑 for {{appointment.start_time}}! Game on.
Quick rundown:
  • Calendar: {{calendar.name}}
  • Assigned To: {{appointment.user.name}}
  • Email: {{contact.email}}
  • Phone: {{contact.phone}}
  • Website: {{contact.website}}
  • Instagram: {{contact.instagram}}
  • Current Revenue: {{contact.current_revenue}}
  • #1 Goal for the Call: {{contact.1_outcome_for_the_call}}
Check {{ custom_values.__name_of_os }} for details