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📘 SalesRevv Training: Logging and executing Staff Activity

Log calls and in-person conversations in the Inbox to give SalesRevv full context.

Introduction

Logging tasks happens directly within the Inbox. While most text message tasks are handled automatically by Hailee, your team is responsible for logging phone call tasks and in-person conversations. Recording these interactions ensures both your team and AI have complete context on every client.
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How to Log Tasks

  • Open the client’s conversation in the Inbox.

  • Choose the type of interaction to log:

    • In-Person Conversation → record details of a face-to-face interaction (appears in indigo).
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    • Phone Call → log an outgoing call, whether it was completed, unanswered, or requires a follow-up (appears in red).
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  • Add notes to provide context (e.g., “approached in studio, asked about membership” or “call answered, requested call back tomorrow”).

  • Save the log so it’s stored in the client’s history.

Color Coding for Inbox

  • Green = SMS/text

  • Orange = Email

  • Red = Phone call log

  • Blue = In-person communication log

Filters in the Inbox

  • Use the filter tab to quickly view only certain types of communication.

  • Options include showing only texts, in-person logs, or call logs.

  • This makes it easy to review specific interactions without scrolling through the full conversation history.

Why This Matters

  • Keeps all communication — digital, phone, and in-person — recorded in one place.

  • Provides Hailee with better context for future outreach.

  • Helps staff stay organized by maintaining a complete client history in the Inbox.

Pro Tip: Be specific in your logging. The more detail you log, the more useful the record will be for both your team and Hailee when handling future client interactions.

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