2 notes tagged with "Actions"

πŸ“† Schedule action

[ πŸ” Workflows|Workflows ] >> [ πŸ”Ž Pipeline review|Pipeline review ] >> Schedule the action that this deal needs You'd be forgiven for…

Tagged with: #Actions, #Activity types

πŸ”Ž Pick a lead, and review where that deal is at

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

Tagged with: #Instructions, #Actions

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