Prompts for new hires on starting their pipeline
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Elizabeth Poulin
Unsure if permissions are a part of the issue, just looking to begin my usefulness to the company and this process.
Example: obtaining "cold leads" for reaching out.
Shelby Parker
Thanks for posting this, Elizabeth Poulin — totally hear you, and it makes sense to sanity-check whether permissions are part of it. Quick clarifying questions so we can point you in the right direction: when you say “prompts,” are you looking for step-by-step onboarding guidance in DriveCentric, a suggested checklist of next actions, or outreach/message templates (e.g., for cold leads)? What’s the main goal you’re trying to accomplish right now as a new hire—building a call list, starting outreach, tracking follow-ups—and where exactly are you getting stuck? And lastly, does it seem like you can’t see/access the leads or pipeline items you expect (possible access/permissions), or can you get into everything but aren’t sure what the next best step is?