Prepare your workspace
- Open the apps assigned to your role.
- Find your team inbox and Mattermost team.
- Find your CRM pipeline and its stage definitions.
- Confirm your timezone and notifications.
- Find the support route for access and workflow issues.
RevenueOS guide
How to use it well.
Learn where information belongs, how to move an opportunity forward, and how to get useful results from connected tools and assistants.
Your first 15 minutes
Learn one complete journey.
Use approved training data. The goal is to understand how work moves, not to explore every setting.
Complete a training journey
- Capture or open an approved training lead.
- Match or create its CRM record.
- Set an owner, stage, next action, and due date.
- Prepare a follow-up without sending it.
- Record the outcome and advance or close it.
Where information belongs
Each kind of information has one owner.
Link records across apps when the workflow supports it. Do not maintain competing versions of the customer journey.
01
Conversations
Owns message history, inbox state, assignment, and customer replies.
02
CRM
Owns customer identity, qualification, stage, owner, next action, and due date.
03
Mattermost
Owns internal coordination, team decisions, operational questions, and assistant requests.
04
Billing
Owns quotes, invoices, payments, and commercial document status when enabled.
Best performance
Every active opportunity needs four things.
“Follow up soon” cannot be owned or measured. “Maria to call on 12 August about the revised quote” can.
A named owner
One person is responsible for moving it.
A current stage
The stage reflects the real commercial position.
A specific next action
The next step is unambiguous.
A due date
The commitment has a real date.
Agent-assisted work
Brief the outcome, not just the task.
A useful request contains six ingredients.
Review the Acme opportunity and its latest conversation. Summarise the buying signals, identify missing qualification information, and draft a concise follow-up email. Do not send it or change the opportunity stage.
A good working rhythm
Small habits keep RevenueOS dependable.
Prioritise
Review assigned conversations, overdue actions, priority follow-ups, and exceptions.
Keep context current
Update the owner, stage, next action, date, and meaningful outcome.
Close the loops
Clear urgent conversations and give active items an owner and action.
Improve the system
Review stalled work, duplicates, performance, and automation opportunities.
When something goes wrong
Report once, with enough context.
Include the app, record, time and timezone, expected result, actual result, and whether customer work is blocked. Remove passwords, keys, payment details, and unnecessary personal data.