ProductThe funnel console
HERMEAS The funnel console
Organised by the funnel, not by the agent roster
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Where the work is seen
Every stage in one view, with the work queued against each one
A console organised by the agents would make you learn an org chart before you could read your own pipeline. This one is organised the way the funnel already is, and the agents appear as the work they have queued against each stage.
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What it shows
Held actions first, because those are the ones waiting on you
Anything an agent has proposed that would send, spend or sign sits at the top of the stage it belongs to, with what it would do and what it would cost.
- Queued
- work an agent has planned and not yet started
- Held
- finished, and waiting for a person to release it
- Released
- approved and gone out, with the record attached
See the funnel run, and the gate hold.
A live walkthrough of the console: agents working an account end to end, and every action that would reach a customer stopping to wait for you.
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