WorkersMorgan
M
Morgan
Inside sales · Key accounts, Great Lakes · 42 accounts · supervised by Sam Ortega
{{ modeNote }}
1 in a conversation1 waiting for inbound
Instances
Running 2 of 3 allowedMorgan-1In a conversationChat, Maria Delgado, Brightline · since 10:36
Morgan-2Waiting for inboundReady for the next chat or email · heartbeat 3 s ago
Activity
Live · newest first10:42Morgan-1Sent Maria the lead-time answer Catalogue lead times
10:41Morgan-1Raised a price request to Sam Ortega: 40 × HA-220 at 228.00
10:41Morgan-1Read the price book; access ended Access
10:39Morgan-1Read the account: 4 memories, 3 objectives, 1 open quote Memory
10:36Morgan-1Took “Quote follow-up · Brightline” from the Key accounts queue
10:34Morgan-2Finished “Reorder check-in · Keller Packaging”: order request for 8 × SK-220
10:31Morgan-2Order request approved by Sam Ortega; access ended Access
Today
18Items done
11Conversations
2Hand-offs
4.5 of 5Service quality
Next up
Ask about the three new Ohio sites
Brightline Conveyor · tomorrow · from news on 29 Sep
Send revised quote
Keller Packaging Machinery · Thu 1 Oct · Morgan's promise
Quarterly review preparation
Midwest Bottling Systems · Mon 5 Oct · schedule
Access in use
All accessMorgan-1 Price book · readends in 3 min
Morgan holds no passwords. Access used 14 times in the last hour, all ended.
| Work item | Account | Why it is here | Due | Status |
|---|---|---|---|---|
| Quote follow-up | Brightline Conveyor | Schedule: the day we promised | Today | Morgan-1 working |
| Send revised quote if approved | Brightline Conveyor | Morgan's promise to Maria | Today 14:00 | Waiting on Sam |
| Ask about the three new Ohio sites | Brightline Conveyor | News, 29 Sep | Tomorrow | Queued |
| Send revised quote | Keller Packaging Machinery | Morgan's promise | Thu 1 Oct | Queued |
| Quarterly review preparation | Midwest Bottling Systems | Schedule: quarterly | Mon 5 Oct | Queued |
| Answer application question | Keller Packaging Machinery | Waiting on Dana Whitfield | Today | Waiting on Dana |
What Morgan may ask for
Shared by all Morgan's instances| System | Can | Each use approved? | Expires |
|---|---|---|---|
| CRM | Read accounts, contacts, orders; add notes | No | 22 Dec, then refreshes |
| Sales email | Send from the sales desk address | No | 22 Dec, then refreshes |
| Team calendar | Read free and busy times; book meetings | No | 22 Dec, then refreshes |
| Order requests | Create an order request | Yes, a person approves | 22 Dec, then refreshes |
| Library | Search company and group documents | No | None |
Recent access
Price book · read
Morgan-1 · 10:41 · ended 10:41
CRM · Brightline orders · read
Morgan-1 · 10:39 · ended 10:40
Order requests · create
Morgan-2 · 10:31 · approved by Sam Ortega · ended 10:32
Chat with Morgan
Only your team sees this chatSam Ortega · 10:15
Morgan, from now on mention the rev C seal kit whenever you quote an HA-220.
Morgan · 10:15
Understood. I've added a note: “When quoting an HA-220, say it takes the SK-220 rev C seal kit.” It applies from my next conversation.
Sam Ortega · 10:16
Also, Maria is on leave from the 12th to the 16th.
Morgan · 10:16
Thanks. I've saved that to Brightline's account memory, not my notes, so anyone working that account will know.
Morgan's notes
notes.md · 6Morgan writes these when a colleague coaches it. They apply after the Corvair core, your never rules, and your prices and limits.
When quoting an HA-220, say it takes the SK-220 rev C seal kit.
Sam Ortega · chat · today 10:15
Note removed. Morgan stops using it from its next conversation.
Send quotes to Great Lakes accounts before 9:00 ET where you can.
Sam Ortega · chat · 24 Sep
Offer Dana's time for any question about press applications.
Dana Whitfield · chat · 19 Sep · approved by Sam