CRM Next Step
Next step and date. Instead of a task. Choose Call, text, email, Quote, Negotiate, find product, on sale, finance offers, wait for a sale, etc. With an other field.
Next Step This should be a required field. A lead should have a next step that is dated for the future or marked LOST, with a Lost Reason (also required if marked lost). This is the only 2 ways forward and should be REQUIRED with a note. Maybe highlight to pick a selection, Qualify Get Samples Find Product Measure Build Quote Close Sign Paper Work
Comments
Absolutely. CRM should be the place that you go to all day long to know what is next. This is foundational for chasing leads.
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