Agent workflows

Playbooks for the agent role, in roughly the order you'd hit them.

Your playbooks

Work a Fresh Lead Through to First Deposit — Take a brand-new lead from assignment to a confirmed, manager-approved deposit.
Log a Call, Tag It, and Set a Follow-Up — Record every call outcome, attach a call tag, and schedule the next contact so no lead goes cold.
Raise a Deposit on a Lead's Behalf — Record a deposit payment, submit it for manager approval, and confirm it settles.
Request a Lead from a Pool — Pull a fresh lead from an authorized pool when your list runs low.
File a Complaint on a Lead — Formally record a lead's complaint so it is tracked and routed to the right person.
Keep Leads from Being Auto-Retired — Spot stale leads before auto-retirement hits and recover any that have already been retired.

Process a Withdrawal End to End — your part: raising the withdrawal request that kicks off the approval and payout chain.
Process a Deposit End to End — your part: recording the deposit and submitting it for manager approval.