Sales teams

Make the call before the client has to.

You promised an answer by Friday. Record who owns the opportunity in GGyess and schedule the next call. If you’re away, a colleague can keep that promise with the same details at hand.

Start for free See how it works

Company contact fields alongside the value, stage and expected close date of a new lead. — The owner field identifies who is handling the opportunity alongside its stage and expected close date.

Step by step

Leave the next rep a date and a reason to call

Link each active opportunity to a contact or company.
Record the expected close date, estimated value and owner.
After speaking with the client, schedule the next call or task for a specific date.

Appointment settings with personal and shared agendas and weekly availability.

Sales teams

In day-to-day work

Know where a deal stands

Record the contact, estimated value and stage of each opportunity. The next follow-up starts with a clear picture of the deal.

The person behind the account

Link a contact to their company and record what matters in the notes. A teammate can take the next call knowing who they’re speaking with.

Remember the follow-up

Set a reminder when you promise to check back, or add one to a task with a deadline. You have a place for the next step while the conversation is still fresh.

Before you start

A few good questions.

How should a rep hand an opportunity to a colleague?

Update the opportunity owner, make sure the company and contacts are linked, and record the action the new owner has agreed to take.

What does the estimated value represent?

It’s the amount you expect if the sale goes through. Update it as the deal develops and handle invoicing in your financial system.

GGyess WorkSuite

Keep the next call you promised.

Start on the free plan. Invite your team when you’re ready.

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