Adoption Engine, it's so easy!

Check out this pic. This is the adoption engine. The purpose is to tell your agents exactly what they should do as a minimum for each lead. The idea is “fill in the colours”

All they need to do is click on any grey box, it says what to do and they can even do that action by clicking the blue action area.

(and they only need to do the “agent” side the other side is reporting things the lead has done.


Let’s discuss!