Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
what is a setter in sales
The person who books the sit
A setter is the person who books the sit. Knockdesk is field sales software, and teams ask what is a setter in sales when the closer walks in cold.
Book a Walkthrough| Piece | On that shift |
|---|---|
| Definition | The setter books the sit. The closer sits the deal after that set. |
| Knocks | 40 pins |
| Sits booked | 9 |
| Sits held | 6. Three no-shows never reached the closer. |
| The stall | 4 of the 9 sits lived in a thread the closer never opened. |
The handoff
A sit the closer cannot open is not a set
You feel it when the setter swears the living room is ready and the closer starts from a name. What is a setter in sales is the person who books that sit and leaves notes on the same pin. 9 sits booked and 6 held only help if the closer can open the household.
The set
Appointment set is the outcome. Creates Lead can open the household from that visit.
The pin
One lead per pin and vendor. The sit is not a row in a side sheet.
The closer
The closer sits the deal after the set. They should not rebuild the story on the porch.
Nearby words
The setter is not the whole walk
A setter books the sit. Sales canvassing is the walk that produced it. A door to door dealer is the office that may split those seats on one vendor turf.
- Sales canvassing
The walk that is supposed to produce the set.
- Vendor-dealer model
The office that often splits setter and closer seats.
On the desk
How Knockdesk tracks it
The setter completes the visit and picks a stage with Creates Lead on. Knockdesk keeps one lead per pin and vendor. Appointment set can show on the deal when that switch is on. Full desk is on the pricing page.
Deal
Sample
Related
Keep going from the set
- Field sales glossary
The hub this term opens from.
- Sales canvassing
The walk the setter is running.
- Field sales lead management
The lead that opens from the visit, one per pin and vendor.
FAQ
Frequently asked questions
What is a setter in sales?
A setter is the person who books the sit. The closer sits the deal after that set. A name in a thread is not the set.
Does the setter close the deal?
Not in a split crew. The setter books the sit. The closer runs the living room. Some small crews do both jobs.
How does Knockdesk open the setter's lead?
Turn on Creates Lead for the outcome that should open a household. The setter picks that stage when they complete the visit.
What if the pin has more than one vendor?
The setter picks who they knocked for. Knockdesk keeps one lead per pin and vendor.
Do no-shows still count as sets?
A booked sit is a set. A held sit is the one the closer ran. Track both or Friday will praise a calendar that never sat.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
Book the handoff
Bring the sit the closer never opened.
We will open the lead from the visit and price Full desk. A free trial is not open.
Book a Walkthrough