I’m familiar with Follow-Up Boss as a CRM. I’m curious if there’s a similar functionality where I’m able to create Action Plans or a checklist of steps to take when a contact is in a certain Deal or Lifestyle stage.
Hi,
You could look into using workflows and sequences tools. You can automate a series of actions when a deal stage or ticket status changes, such as creating tasks for follow-up or sending internal notifications
Hope this helps!
Cheers,
Harsh
Fario Consulting
Hey @GMcCullough4 workflows and tasks are generally what you’re looking for here, a good starting point would be the automate your processes guide here.