Library

Library

13 in Queue

Library

What do I do first when I get to an account?

James Tate · Internal · Answered from the manual

  1. James TateInitial question5 Aug · 13:12

    What do I do first when I get to an account?

  2. BisbeFinal answer5 Aug · 13:12

    Maria wrote this down. Word for word:

    “Check in on the app before you walk in, not after you leave.”

    “Ask for the buyer by name. If they’re not there, don’t pitch to whoever is.”

    “Walk the floor before you open the case — see what’s selling and what’s sat there.”

    Source for this answer

    Checking in at an accountv5confirmed 22 Jul 2026Read source

    Exact wording from the page.

    Check the source before you act on it. Bisbe only answers from what the owner has written down, and it can still get one wrong — verifying is on you.

not in this demo