🔎 Pick a lead, and review where that deal is at

Workflows >> Pipeline review >> Pick a lead and review your deal

Let's see if we can move your deals forward:

Pick any lead from your pipeline, starting with your 📄 Sales Qualified Leads.

Don't worry too much about which one - what we're doing here, is reviewing opportunities, one by one, and asking a few questions about them.

Ready?

The first, and vitally important question is:

What needs to happen, for this deal to close?


Want to be notified when new content gets added?

Navigation

267284d0-8028-44a0-8035-079c3e192506