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PThorp
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danieldirks on September 18, 2019
Automatically assign upcoming meeting to a deal
If you think about how to design your sales pipeline, in a lot of best practice examples the pipeline starts with the stage "Meeting scheduled". I really like this idea. But when I setup the automation "Create a deals as soon as there is an appointm read more
Reply Idea Workflows
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PThorp
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April 14, 2020
This would be a very useful feature for product to incorporate. My workflow is similar in that a prospect books a meeting through a meeting link, I'd...read more
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