Sales Guide

Last Updated: 2025-12-02 10:22 UTC

Personas: Sales

What you'll learn

Check Account 360 before outreach.
- Search for your account under Accounts -> Account 360 to view open invoices, promise status, and recent communications.
- Review internal notes from A/R, CSM, or Legal to avoid duplicate outreach.
Send relationship-safe nudges.
- Use the Nudge button to send a pre-approved reminder that references the latest invoice and pay link.
- Nudges respect quiet hours and never override Autopilot sequencing; the A/R team is notified when you send one.
Understand access boundaries.
- Sales can view but not edit cadences, segments, or policies. Use comments to suggest tone changes instead of editing templates directly.
- If a customer promises payment or disputes a charge, notify the Operator so the official record is updated.

Sales nudges are logged in Account 360 with positive payer responses.
No conflicts occur between Sales outreach and Autopilot messaging.
Account health insights feed renewal conversations with up-to-date payment posture.

Emailing outside Plixo. Use the nudge workflow to keep history centralized and comply with quiet hours.
Overstepping role boundaries. Request policy changes from the Controller rather than editing templates yourself.
Ignoring dispute flags. Loop in Legal or the Operator when disputes appear so resolution stays on track.