Know the next conversation.
Separate a new lead from a qualified opportunity, keep its source and name the person responsible for the next action.
M
Maya Team member
Which customer conversation needs a next step?
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KXRA Sample agent response
Select a stage to explore the next review step. No customer is contacted.
Sales workspaceSAMPLE APP
Next step: Confirm the customer’s problem.
Message this room… Sample preview
Interactive sample records only. Changes stay in the page; no account, provider or external system is connected.
Keep the review boundary.
A prospect record does not establish qualification, consent or expected revenue. Review before outreach.
Read the implementation approach ↗