Empowered Desking for Salespeople

Empowered Desking allows you to present payment options directly to the customer from within the Desking screen. The layout is designed to be customer-facing throughout, so everything visible is appropriate to have on screen while seated with a customer.

The Desking screen will open in a customer-facing layout. You will notice fewer fields in the left sidebar than you may be used to -- fields that are not customer-appropriate are hidden by default.

If a manager is also viewing the same desk, you will see their avatar in the upper right corner.

When you are ready to show payment options to the customer:

If you need to pull back an accepted offer, click Retract Offer.

If you need something adjusted that is outside your access, you can message your manager directly from the desk using Desking Chat.

Your messages appear on the right side of the chat. Manager responses appear on the left. You will see any changes reflected on your screen instantly and receive a notification when your manager responds.

Your manager has the option to lock the screen while they make edits. You will see your Desk view fade with a "Deal Locked" message when that happens.

Desking Chat stays active until the deal is marked Sold, Delivered, or Dead. At that point the chat becomes read-only but can still be viewed on the Deal Mini Card.

If a deal is retracted, the chat reactivates and your full message history returns.