Calls to make
A closer's own call list — the orders assigned to them from the Orders pipeline, in one focused view for working through confirmations.
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Common tasks
Work your assigned orders
Calls to make shows only orders assigned to you (or every order still waiting on a call, for See every order (who has it: Owner, Admin, Manager, Logistics, Operations, Retention) holders), split into two lists: "Call back now" (promised callbacks, soonest due first — "No callbacks promised." when empty) and "Waiting for a first call" (everything else, oldest first — "Every order has been called."/"Nothing waiting on you." when empty). Confirmed/packed/dispatched orders live on the full Orders board instead. An order still waiting after the Follow-up hours (24 unless changed in the Orders settings; a card payment the buyer never finished, or an order nobody called) moves from here to the Follow-up list on its own, so it is never on both. A closer can also press "Hand to Follow-up" on a row. A younger unfinished card payment stays here, marked "Card payment not finished."
Link to this answerSee today's own numbers
Three figures at the top: "Confirmed today," "Delivered today," and "Confirmed value" — a closer's own day (or the all staff's, for See every order (who has it: Owner, Admin, Manager, Logistics, Operations, Retention)), not the account's all-time totals.
Link to this answerRecord outcomes
Same call-recording flow as Orders, scoped to your list.
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Limits and plan gating
Calls to make is a CRM operations surface (crm_ops) — visible-but-locked when the plan doesn't include it, with an upgrade path. Requires the See their own orders (who has it: Owner, Admin, Manager, Logistics, Operations, Retention, Website closer, WhatsApp closer) or See every order (who has it: Owner, Admin, Manager, Logistics, Operations, Retention) staff permission.
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Ask Lazzy in your dashboard. It can look at your own orders and settings with you.