Master Capital Advance

Lead tab (sheet tab name)

Your time zone

Call history and Stats are shown in this zone. Auto-detect follows wherever your computer is.

Voicemail drop

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When a call hits voicemail, wait for the beep and leave your recorded message automatically (needs machine detection below). You also get a Drop voicemail button on any picked-up line. Soundboard — your recorded lines

Record the lines you say most (your own voice), then play them into a live call with one tap from the call bar. The other side hears it exactly as if you said it. Use headphones so the clip isn’t picked up twice.

Your name, as it appears in the sheet's Owner column

Used for the Mine / Unassigned / Everyone switch, the Rep column on the call log, and the "working this lead" lock other reps see. First or last name is enough.

Open leads in your CRM

A link pattern. Put a sheet column name in curly braces and it's filled in per lead — e.g. {CRM ID}, {Company}, {Phone 1}. If a column already holds a full link (anything starting with http), it's used automatically and you can leave this blank. The lead's name then opens the CRM record in a new tab.

Open mic Mic live on pickup — the moment a line is confirmed human and you can hear it, they can hear you. No button to press. The lines screen has a Mute toggle for when you'd rather listen first. Gatekeepers Mobile first — when a lead has a cell/mobile number, dial it before the office line. Owners answer their own cell; receptionists answer the main line.

During a call, tap GK on the call bar for the gatekeeper playbook.

Auto-drop voicemail & phone trees Twilio machine detection listens to the first few seconds of each pickup. Voicemail greetings, IVR menus and AI screeners are hung up automatically (not counted as an attempt) so you only get handed live people. Adds about 1¢ per answered call. A human receptionist still comes through to you. Live transcription (beta) Transcribe auto-dial calls live (both sides). Shows a Voicemail / AI screener / Human hint on each pickup and keeps a transcript you can share. Uses Twilio transcription (extra per-minute cost). Give any call-recording notice your state requires. Fix dispositions

Re-derives statuses from the call log for the list you have open: a lead marked Contacted with no real conversation on record goes to No answer, and a Not called lead that has actually been dialed goes to No answer. Warm, Potential, Meeting set, Closed, Not interested and DNC are never touched.

Type the exact name of a tab in your Google Sheet. Statuses and notes are saved back to that same tab. Leave it blank to use the default.

Gatekeeper playbook

Sound like you belong. First name only, no company: “Hey, it’s Ross — is Jared around?” Relaxed, a little bored. Never “May I speak with…”.
“Who’s calling?” → “It’s Ross.” (pause). If pushed: “Ross, with Gold Gate — he’ll know what it’s about.”
“What’s this regarding?” → “Some paperwork on the business’s funding — quicker if I just grab him for 30 seconds.”
“He’s busy / not available” → “No problem — is he usually at his desk mornings or afternoons?” Note it, call back then.
“Can I take a message?” → “Sure — tell him Ross called about the funding file, I’ll try his cell too.”
Make them an ally: get their name, use it, thank them. “Thanks, Maria — big help.”
Blocked twice? Tap Gatekeeper in notes and call before 8:30 AM or after 5 PM their time, when the owner picks up the line.