Feature

Get every appointment to a rep who will run it

Sylk System lets managers assign each lead to a rep, filtered by office, and the rep accepts or declines it from their phone. Every handoff is recorded, and declined appointments go back to the office to reassign.

Assign from the right pool of reps

The assignment panel lists reps by office along with any pending time off. Managers pick someone who covers that office and is actually available.

Reps respond, not just receive

New appointments wait on the rep’s dashboard until they accept or decline. A decline notifies the office so the lead is reassigned instead of sitting untouched.

Reasons you can report on

Status changes like a decline capture a reason, and the manager dashboard breaks those reasons down. Patterns that used to live in hallway conversations become a chart.

Lead sources you can judge

Each lead keeps its source, and the manager dashboard shows lead source performance. Marketing spend gets measured by what each source actually produces.

Common questions

More answers are on the FAQ page.

  • Can a rep decline an appointment?

    Yes. Reps can decline an assigned appointment and give a reason. The office is notified so the lead can go to another rep.

  • Is there a record of who had a lead?

    Yes. Sylk System records every assignment and handoff. Managers can review that history when a lead changes hands.

See it with your own team in mind

We'll walk through it using the way your reps sell today.

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