👤 Someone other than my buyer needs to do something

Workflows >> Pipeline review >> Third-party action is needed

So something needs to happen on your end, but it's not in your control.

  • Can you delegate it?
  • Can you outsource it?
  • Can you facilitate it, get others to do it?
  • How would you do that?
  • At its most basic: can you contact the third party we're talking about, and - shocking idea - simply ask them to get a move on?

Schedule an action for doing that later, and then:

Return to reviewing another opportunity

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