Sales Scripts

This article includes the following topics:

• Overview
• Creating a sales script
• Editing or deleting a sales script
• Using a sales script

Overview

A sales script is a useful tool that provides a set of talking points to assist employees during different types of phone calls with potential or existing customers. The CRM allows you to create scripts that include fillable fields so the user can follow the script and enter the information as they go.

Please note that Sales Scripts are paid-for enhancements for the CRM. Please be sure to contact our sales team for more information if you want to add these tools to your account. Additionally, Forth can assist with building individual Sales Scripts for your account for a fee.

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Creating a sales script

Sales scripts include three types of fields:

Input fields

Input fields allow you to set up fields in your script that allow you to enter information that will be saved into the contact's account. The proper way to write an input field is {INPUT:lowercase field name}. Here are a few examples:

{INPUT:city}

{INPUT:firstname}

{INPUT:lastname}

{INPUT:fullname}

Custom fields

Custom Fields are fields that can be used in addition to Standard (System) fields to save information about the client. If one of these is used in a script, use the exact capitalization used in the "Field Name" column as shown in Item #2 shown in the image below.

For detailed information on Custom Fields, please see our "Custom Fields" article in the Help Center.

Merge fields

Merge fields insert data already saved in the contact's file into the script. Example: If the script says "Welcome {FIRSTNAME}!", when it is run in a contact's file, it would read "Welcome John!"

1. From the Admin tab, click "Settings" from the Navigation Bar. 
   
2. Click Scripts.
   
3. Click Create New.
   A popup window appears requesting you provide a title for the new script.
   
4. Enter a title and click OK.
   

   NOTE
   It is recommended that you include the word "Script" at the end of your title to help identify the type of document.

   
   The Scripts page opens.
   
5. Use the document builder to create your script adding tags, links, and attachments where necessary.
   

   IMPORTANT
   The proper way to add an input field into your script is {INPUT:city}. The field/tag name should be lowercase.

6. Do either of the following:
   • Click the Preview button to view your script. If necessary, make any edits. Please note that the preview will allow you to modify LIVE data on the contact; A pop-up will remind you of this.
   • Now that our script is done, we need to share it with our users. In the lower right of the screen, select the Users or Teams who will need access to the script.
   • Click Save.
     

     NOTE
     If you click Save before you are finished or have saved the script and need to make edits, see Editing or deleting a script.

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Editing or deleting a sales script

1. From the Admin tab, click "Settings" from the Navigation Bar (see below).
   
2. Click Scripts.
   
3. In the Existing Scripts section on the left side of the page, click the name of the script you want to edit or delete. For this example, we selected "testScript2".
   
4. Do either of the following:
   
   • Edit the script as needed > click Save when finished; or
   • Click Delete > click OK to confirm deletion to permanently remove the script.

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Using a sales script

1. From the Contacts tab, open the contact you want to work with.
2. Click the Scripts menu (highlighted below in red), and select the script you want to use. 
   
3. As you go through the script, enter the information required until you reach the end.
4. Once done with the script, click the Finish button to save any potential changes.
5. Back on the Client Dashboard, the history nested tab (i.e., subtab) will now recognize that a script was used with "Script updated contact."

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