Workflow guide
How the opportunity call queue is prioritized
See how declined-work age bands, quote context, estimated value, record-supported preparation, guardrails, and staff judgment shape the active call queue.
- Subject owner
- VehicleDesk Product
- Last reviewed
- 2026-07-31
Start with age and quote context
Opportunity Hub places the freshest declined work first and labels older opportunities as cooling or cold. The age band helps staff judge urgency and whether a price may need to be refreshed; it is not a promise of conversion.
Keep the reason on the call card
The focused card keeps the customer, vehicle, declined service, days open, estimated value, and supporting record context together instead of asking staff to trust an unexplained rank.
Use the guidance as preparation
Record-supported language and guardrails help an advisor prepare the conversation. The current workflow does not depend on a claim that AI chose the customer or outcome, and no model provider receives contact or send authority.
Record the actual attempt and result
Call, message, no-answer, booked, declined, and skip choices remain deliberate staff actions. The recorded outcome advances the queue and preserves what actually happened.
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