Learn Converso.
One task at a time.

Turn a contact into a customer brief your team can act on.

1. Choose an inquiry your team is currently handling and save the contact details in Converso.
2. Add a short note: what they need, their timing and any questions still unanswered.
3. Assign an owner and set a follow-up reminder for the action you agreed with the customer.

Your finish line: one saved inquiry, one responsible teammate and one clear next action.

Help a teammate pick up where you left off.

1. Read the customer’s recent messages in the shared inbox and review their lead notes.
2. Record the current requirement, information already sent and any commitment made to the customer.
3. Assign the inquiry to the teammate taking over. Have them review the context before replying from the same business number.

Your finish line: the next teammate can explain the customer’s need without asking for the brief again.

Stay useful while a buyer compares projects.

1. Note the project the buyer asked about and share the relevant project details or floor plan.
2. Continue with useful information, such as approved previous-project work or testimonials, at suitable intervals.
3. When the buyer is ready, share a site-visit form. Confirm the visit details with your team and send a timely reminder.

Your finish line: a clear visit plan. A booked visit and an attended visit are separate outcomes. Ask our team about the plan and setup for your workflow.