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CRM and sales monitoring

Schedule a sales follow-up

Contact

Choose the lead or contact in CRM follow-ups. Read the last exchange to avoid duplicate calls.

Due date

Enter a subject and due date and assign the person who will contact the customer.

Example
  1. Contact Restaurant lead
  2. Due date Thursday at 10
  3. Outcome Quote requested

Outcome

Review the day's follow-ups and record the outcome after contact.