Before you start
- Always review the details before confirming an action that changes information or contacts someone.
Step by step
- 1
Open Sync
Select Sync in the menu or use the shortcut shown in the application.
Use the field at the bottom to explain what you need. - 2
Describe the result you need
Write a direct request and include the essential context. For example: “Show leads with no reply for more than seven days”.
- 3
Review the answer and plan
Read the data used, the proposed steps and any limitation. If context is missing, reply in the same conversation.
- 4
Confirm only when it is correct
When Sync prepares an action, confirm it only after checking the target and effect. If it is not correct, ask for a change first.
If something does not work as expected
The answer is too general.
Add the area, period and desired result. Include the lead name when the request concerns one opportunity.
Sync asks for confirmation.
Review the action summary. Confirm to continue or reply with the required change.