Employee operating model
Understand the daily Klienta workflow for assigned sales work.
For the team.
When to use this
Use this when you are starting work in Klienta as an employee and need to know which surface owns each part of the sales day.
Your job is to keep assigned sales work visible: find the right contact, record every outreach action, move the pipeline to the real state, and set the next follow-up when the customer needs another touch.
Daily rhythm
- Start from Dashboard to see the work that needs attention.
- Open My Contacts when you need the assigned customer record.
- Use Lead Intake only for a new person who is not already in Klienta; link their company with the optional representative control when relevant.
- Work active opportunities from Pipeline.
- Use the Pipeline card actions to start Call, WhatsApp, Email, or manual phone work. Email opens Google mail for the employee Workspace account.
- Send customer email from Google Workspace, not from a Klienta composer.
- Check the read-only Inbox for captured inbound and outbound email evidence that belongs on a CRM record.
Dashboard is the first check for due follow-ups, active pipeline, recent activity, and call progress.
Operating principle
Every customer touch should leave Klienta with three things clear:
- What happened.
- Where the customer stands now.
- What the next action is and who owns it.
If the contact exists, do not create another lead. Open the contact or pipeline item and continue the existing work.
Before you finish a touch
- Save the outreach Outcome.
- Choose the correct Pipeline result.
- Move the pipeline to the real Stage when needed.
- Add a short note when context matters.
- Set a Follow-up date when another touch is expected.
After each call, message, or email, choose the pipeline result, write the note, and save before moving on.
What happens next
Admins can see real pipeline state, follow-up load, email interactions, and communication evidence without asking for private notes or disconnected spreadsheets. You can return to Dashboard, My Contacts, Pipeline, Calls, or Inbox and continue from the same record.