Sales Pipeline

Workbench Admin

Operator-editable vocabulary and promoted config for the Workbench. Configuration that is not in here lives in seed migrations; ask engineering if you need to change it.

Vocabulary

Prompts
Phone scripts, voicemail copy, and SMS copy operators read on calls.
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Outcome Reasons
Lost and disqualified close reasons operators can choose when ending a lead.
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Config

Operator Display Name
Set the name prompt previews use for [Your Name].
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Site Manager
Create public and private lesson locations, and request private-site access through Delivery.
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Action Registry
Command metadata used by Workbench menus and operator actions.
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Substages
Stage-scoped workflow states used by the lead workbench.
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Cadences
Outreach cadence templates, guarded when active enrollments exist.
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Workbenches
Per-market workbench rows. The default workbench is cross-market; per-market workbenches (Oahu, Dallas) scope catalog overrides.
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About this admin

New pages land here as operators tell us they need to edit something themselves. If you are an admin and you cannot find a knob you want, that knob is currently engineer-owned; file a request and we will consider promoting it.