Salesforce Scenario Playbook

1. Log in to Salesforce → click Tasks in the top bar.
2. Click the ▾ next to the list name → choose Open Tasks. (Our org's views: Open Tasks, Today's Tasks, Overdue Tasks, Recently Completed Tasks.)
3. Type your name in the Search this list... box — now you see only your tasks.
4. Red dates are late. Handle every red one first: done in real life → Scenario 5. Still pending → move its Due Date to today or tomorrow. Dead → comment why, then Mark Complete.
5. Read today's tasks top to bottom. That is your day plan.

1. Click Leads — the new lead shows status New.
2. Open it. Check the Activities panel (right side) first. Empty — it's free, you can take it. Someone's signed tasks — it's theirs (Scenario 18).
3. Taking it? Create the first task right in the Activities panel so it links automatically:

Subject:   NAMRATA | Call – Sunrise Public School – first contact
Due Date:  today
Comments:  New lead from website. 800 students (from form).

1. Open the school's lead or opportunity page.
2. Read the Activity timeline on the right: who called last, what was promised, which stage the deal is in.
3. If the last signed activity belongs to another rep — it's their school. Don't call; ask them instead.
4. Read the last OUTCOME and NEXT STEP comment, and start your call from there (“You had asked about WhatsApp integration…”), not from zero.

Best way: open the school's page → Activities panel → New Task (it links automatically). Otherwise: Tasks tab → New Task. Fill it in like this:

1. Open the task → pencil icon next to Comments → write four lines:

REP: Namrata
TALKED TO: Mr. Rajesh Sharma (Principal)
OUTCOME:  Interested in fee module. Wants demo next week. Asked about WhatsApp integration.
NEXT STEP: Demo on Tuesday 15/07, 11 am, online.

2. Click Save, then Mark Complete.
3. Immediately create the next task (Scenario 4): “NAMRATA | Demo – Sunrise Public School – fee module, online”, due 15/07.
4. Did the deal move forward? Update the stage as well (Scenarios 9–12).

1. Open the task → Comments:

REP: Namrata
TALKED TO: — (no answer, 2 attempts, 11:30 am and 4 pm)
OUTCOME:  Phone not picked. WhatsApp sent asking for a good time.
NEXT STEP: Try again tomorrow morning.

2. Do not Mark Complete. Instead: pencil next to Due Date → change to tomorrow → Save.

1. Tasks → Today's Tasks → search your name.
2. Anything still Open that you actually did? Scenario 5 treatment — comment and complete.
3. Anything you couldn't do? Move its date honestly (tomorrow, not “someday”).
4. Quick check: does every school you touched today have a next signed task? If not, create it now.

1. On the lead: log the call (Scenario 5 comment style), status path → Contacted → Mark Status as Complete.
2. Click Convert. Salesforce creates an Account (the school), a Contact (the person) and an Opportunity (the deal).
3. Open the new opportunity and set:

Stage:       Demo Scheduled   (or Initial Connect if the demo isn't fixed yet)
Amount:      2,40,000         (yearly value — never leave 0)
Close Date:  30/09/2026       (honest estimate)
Description: REP: Namrata (since 12/07/2026)

4. Demo already fixed? Put it on the calendar as an Event — Scenario 22.

1. Open the opportunity → path → click Demo Scheduled → Mark Stage as Complete.
2. Log the demo as an Event (not a task) with the real date and time — Scenario 22. It lands on the team's Google Calendar automatically.

1. Open the demo event (or task) → write the outcome in its description or comment:

REP: Namrata
TALKED TO: Principal + accountant (40 min, online)
OUTCOME:  Demo went well. They want a quote for 800 students incl. WhatsApp module.
NEXT STEP: Send proposal by tomorrow evening.

2. If it was a task: Mark Complete.
3. Opportunity path → Demo Completed → Mark Stage as Complete.
4. Create the task: “NAMRATA | Proposal – Sunrise Public School – quote 800 students”, due tomorrow.

1. Open the proposal task → comment, with the numbers:

REP: Namrata
OUTCOME:  Quote emailed: ₹2.4L/yr, 800 students, fee + WhatsApp modules. CC'd manager.
NEXT STEP: Follow up Monday for feedback.

2. Mark Complete → stage → Quotation → Mark Stage as Complete.
3. Update Amount on the opportunity if the quote changed it.
4. Create the task: “NAMRATA | Follow-up – Sunrise Public School – proposal feedback”, due in 2–3 days.

1. Log the winning call (Scenario 5) → Mark Complete.
2. Stage → School Onboarded → Mark Stage as Complete. This is what “deal closed” means in stand-up.
3. Check that Amount and Close Date hold the final real numbers.
4. Create the task: “NAMRATA | Payment – Sunrise Public School – collect advance + agreement”, due this week.
5. Say it loudly in tomorrow's stand-up.

1. The deal stays in Quotation — don't touch the stage.
2. Keep one follow-up task alive. Each attempt: add a line to its comments (“3rd attempt 16/07 — no answer, WhatsApp sent”) and move the due date forward. The comment history becomes proof of your effort.
3. After 3–4 failed attempts: raise it in stand-up as a blocker — “waiting for customer response”. The manager decides: keep chasing or close it.

1. Stage → Closed → Mark Stage as Complete.
2. Fill Loss Reason honestly: too costly / chose competitor / no budget / went silent.
3. Final comment on the opportunity: “REP: Namrata. Lost to [X] because [Y]. Reconnect possible in [month].”
4. Close any open tasks on it (with a comment saying why). Then move on — no zombie deals.

1. On the lead: status path → Junk → Mark Status as Complete.
2. One-line comment: “REP: Harsh. Wrong number — it's a shop.” Ten seconds that save the next person an hour.

1. Yours? Edit → add “YOURNAME | ” at the front, plus the school and purpose.
2. Not yours or unknown? Raise it in stand-up: whose is this? Every task gets an owner, or gets closed.

Fifteen minutes, three questions per task, no mercy:

1. Did it actually happen? Write the real outcome in comments → Mark Complete.
2. Still needs doing? Move the due date to a real day this week.
3. Dead? Comment why (“school closed the topic”) → Mark Complete.

1. The rep with the earlier signed activity owns the school. The other stops immediately.
2. Not sure, or both old? Decide in stand-up in thirty seconds; the hand-over is written as a comment.
3. Prevention is Scenario 3: always read the timeline before dialing.

1. Dashboards → Sales Dashboard → Refresh. A two-week-old dashboard lies.
2. Open the three stand-up reports (Scenario 21) in three tabs.
3. Go person by person — each rep's name-block is visible in every report, because signed subjects sort alphabetically.
4. Closing rule: every rep's “next committed outcome” must exist as a signed task before the meeting ends. Not a task — not a commitment.

1. Reports → New Report → search “Tasks” → choose Tasks and Events → Start Report.
2. Filters: Show Me = All Activities; Date = Completed Date – Yesterday; add Status equals Completed.
3. Columns: Subject, Related To, Comments. Sort by Subject — the name signatures group each rep's work automatically.
4. Save & Run → name it “Stand-up 1 — Completed Yesterday” → save in Public Reports.
5. Repeat twice with different filters:

To isolate one person, add the filter “Subject contains NAMRATA” — or simply use the search box on any task list view.

1. Open the school's opportunity (or lead) → Activity panel on the right.
2. Click the calendar icon (New Event) — next to the email, call and task icons.
3. Fill it in — signed, like everything else:

Subject:     NAMRATA | Demo – Sunrise Public School – fee module
Start:       15/07/2026, 11:00 am
End:         15/07/2026, 11:45 am
Description: Principal + accountant attending. Google Meet link: [paste].
             REP: Namrata

4. Save. Within a few minutes the event appears in the team's Google Calendar — visible on every rep's phone that subscribes to it.
5. Time changed? Move it in either place — Salesforce or Google Calendar — and the other side updates automatically.
6. After the demo, continue with Scenario 10 (stage → Demo Completed, outcome in the event's description).

1. Do nothing. Every dialer call posts itself as a Completed Task on the matching Lead or Contact — subject “DialShree Call – <disposition>”, with the agent, campaign, number, duration and a link to the recording — a minute or two after you hang up.
2. It matches by phone number. If a call doesn't appear on a Lead, that Lead's Phone or Mobile is probably missing or wrong. Fix the number on the Lead so future calls attach. (Calls with no matching Lead still get logged, just unlinked — a manager reviews those.)
3. Don't double-log. If the dialer already logged the call, don't also type a manual call log for the same call — you'd end up with two Tasks. Just add a comment (Scenario 5 style) to the auto-created Task if you want to add detail or the outcome.
4. Personal-mobile calls still need Scenario 5. Only DialShree calls auto-log. Anything you dial from your own phone, you log by hand as usual.

1. Open the school's Lead or Contact → Activities panel → click the DialShree Call you want to hear (or open it from the Tasks list).
2. On the call's record, find the Call Recording panel (right side).
3. Press ▶ Play — the recording plays right there, in the page. No download, no separate app.

1. Open the school's Lead or Contact record.
2. Click the Book Calendly button in the top-right action bar (next to Edit / Delete).
3. Our Calendly booking page opens in a new tab with the school's name and email already pre-filled — just pick the demo type / slot, or share the link with them.

1. Do nothing in Salesforce. The meeting posts itself as an activity on the matching Lead/Contact (matched by the invitee's email) — “Calendly Meeting – <name>”, with the time. A cancellation updates it too.
2. At the same moment, a message drops into #sales-team in Slack (📅 new booking / ❌ cancelled) with the invitee, the time and the host.
3. Still move the deal. Auto-logging records the meeting; it does not move your pipeline. When the demo is fixed, set the opportunity stage to Demo Scheduled (Scenario 9); after it happens, Demo Completed (Scenario 10).

Received email — automatic. When a school emails your work mailbox, it logs itself as an activity on the matching Lead/Contact (matched by the sender's email). You do nothing.

Sent email — one-time setup, then automatic. To capture what you send, add this BCC to your mailbox once (Hostinger webmail → ⚙ Settings → Account → Bcc field → paste → Save):

lead_email_capture@1w78hjt9mvdgzg14ceqn4imrdeb3cgye9svde3o2rmkeqjtu1m.wd-76tuxmau.ind116.apex.salesforce.com

After that, every email you send to a school is silently copied to Salesforce and lands on that school's record — matched by the recipient's email.

Your disposition is not admin — it is the switch that decides whether a lead is created and whether you get credit. Tell the truth about what happened:

1. Open Leads → find your new “Cold Call <number>” (Status New, at the top). Or open it straight from your call in the Activities list.
2. Edit and fill in what you learned: Last Name (the person / school — replace “Cold Call 98…”), Company (the school), Email, and their need in the Description.
3. Sign it & book the next step — create a Task: NAME | Follow-up – School – what you agreed, dated for when you promised to call back (Scenario 5 style).
4. Save. It's now a named, owned, workable lead with a next step — not a stray phone number.

1. Open the Lead (the “Cold Call 98…” one, or the existing school lead the call attached to).
2. Fill in the real details first (Scenario 29) so the record is clean.
3. Click Convert — turn the Lead into an Account + Contact + Opportunity (Scenario 8 walks the convert screen).
4. On the new Opportunity: set the Amount, move the Stage to School Onboarded / Closed Won, and create the payment task (Scenario 12).