Put Flynn to work
- ›Qualify a new lead and assign its next step.
- ›Prepare a proposal from the deal details.
- ›Draft a follow-up from a call note.
A qualified lead goes from Thalia to Flynn. When a deal is ready for an agreement, its details pass to Clark.
Booking and follow-up use your connected accounts. Starter Playbooks are installed switched off; switch them on when you are ready.
Questions about Flynn
What does Flynn do?
Flynn takes a lead to a signature. Flynn qualifies each new lead, keeps the pipeline moving, books the call from your page, prepares the proposal from the deal and drafts every follow-up for you to send. When the deal is ready for an agreement, Flynn hands its details to Clark.
Does Flynn act without me?
A runner uses a skill when you ask. It runs on its own only through a Playbook you switch on. Every run is logged, including its start, steps, result and anything it waited on you for.
What does Flynn hand off?
A qualified lead goes from Thalia to Flynn. When a deal is ready for an agreement, its details pass to Clark.