Sales scripts

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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.

Sales scripts are an add-on that Centrex offers to its customers. Management and/or Administrators of the system create the scripts and share them with whoever needs them, whether by role, situation, etc. 

If your company does not have a person to create these scripts, Centrex can help for a fee. To learn how to create a sales script see our help article Creating and assigning a sales script. 

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Creating a sales script

Sales scripts include two 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:





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!"

The following tags can't be used in a script:
*Co-applicant info
*Debt information
*Enrollment plan info
*Transaction/payment info
*Banking/credit card info

  1. From the Admin tab, and click "Settings".
  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.
    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.
    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.
    • Click Save.
      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, and 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. Click Finish.

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