Chapter 4 · Call Center

Small nav, on purpose.

Call Center exists to book meetings and keep agents' calendars full — not to manage clients, rates, or reports. The whole role fits in five links: Team Lead Base, Team Calendar, Weekly Report, Chapter Library, My Profile.

01

Your workspace

Call Center

You get your own dedicated login (see the Manager guide for how it's created) with a deliberately short sidebar — everything you need to call, and nothing you don't.

What you haveWhat it's for
Team Lead BaseOnly the leads assigned to you — call, log outcome, book a meeting
Team CalendarView-only. See when your assigned agents are free before you book them a meeting
Weekly ReportCalls made, meetings booked, objections heard — submitted weekly
Chapter LibraryYour call scripts and training
My Feedback / My ProfileCoaching notes from your Manager, and your own account settings

No Clients, no Pipeline, no Commission Rates, no Reports. That's not a bug — call center activity feeds notes, meetings and weekly reports, but it never touches commission math.

02

Working your lead base

Call Center

The Team Lead Base is filtered to the leads your Manager assigned to your call-center account.

Real CRM screenshot — Call Center lead base
Conquest CRM call-center lead base
Team Lead Base — Call Center view
Team Lead Base, Call Center view
  • 1 Same focus toggle as everywhere else — Me vs. All Visible (your assigned set).
  • 2 If Leads reads 0, nothing's been assigned to you yet — ask your Manager to check the account's agent assignments.
  • Work every "Not Called" lead before end of day
  • Log outcome + note on every call, every time
  • Check Team Calendar before booking, so you're not double-booking an agent
  • Submit your Weekly Report before it's due
    • 03

    Team Calendar — checking availability

    Call Center · view-only

    Before you book a meeting for an agent, check they're actually free. You can see the calendar; you can't edit anyone's meeting directly from here.

    Team Calendar — Call Center view
    Team Calendar
    Prev
    Today
    Next
    Assigned Agents Only — you see availability for the agents you were given, nobody else's calendar.
    Assigned Agents
    2
    This Month
    1
    Next 7 Days
    0
    • 1 This view is read-only by design — to actually book a meeting, do it from the lead's card on Team Lead Base, not from here.
    04

    Submitting your Weekly Report

    Call Center

    A short check-in, every week, without exception — this is how your Manager or Leader knows what's working on the phones without sitting next to you.

    Weekly Report — submit
    Weekly Report
    Calls Made
    e.g. 84
    Meetings Booked
    e.g. 6
    Main Objections Heard
    e.g. price, timing
    Help Needed
    Anything blocking you this week
    Submit Report
    • 1 Be specific in Help Needed — "more leads" tells your Manager nothing; "call list for John's leads ran out Tuesday" gets it fixed by Thursday.

    That's the full Call Center guide.

    Use this as your role-specific daily guide. Your Manager controls account access and lead assignments. Questions? Ask in this Skool group.