Katie Dougherty
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Total activity283
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Last activity
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Activity overview
Latest activity by Katie Dougherty-
Katie Dougherty created an article,
Sell Smart list recipe: Leads: Active leads list
About the smart list Smart list name: Active leads list Sell section: Leads Suggested user level: Sell user or admin Description: Create this smart list to report on working leads that are active i...
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Katie Dougherty created an article,
Sell Smart list recipe: Leads: Leads that have not responded
About the smart list Smart list name: Leads that have not responded Sell section: Leads Suggested user level: Sell user Description: Create this smart list in your account to quickly find leads th...
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Katie Dougherty created an article,
Sell Smart list recipe: Leads: Unqualified leads list
About the smart list Smart list name: Smart list name Sell section: Leads Suggested user level: Sell user Description: Create this smart list to easily access and understand unqualified leads in yo...
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Katie Dougherty created an article,
Sell Smart list recipe: Leads: Recently added leads list
About the smart list Smart list name: Recently added leads list Sell section: Leads Suggested user level: Sell user or admin Description: Create this smart list to report on newly added leads to yo...
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Katie Dougherty created an article,
Sell Smart list recipe: Leads: Lead visit tracking
About the smart list Smart list name: Lead visit tracking Sell section: Leads Suggested user level: Sell user Description: Create this smart list in your account to report on the leads you recentl...
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Katie Dougherty created an article,
Sell Smart list recipe: Contacts: My contact list
About the smart list Smart list name: My contact rolodex Sell section: Contacts Suggested user level: Sell user Description: Create this smart list in your account to easily access and contact the...
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Katie Dougherty created an article,
Sell Smart list recipe: Contacts: My company accounts
About the smart list Smart list name: My company accounts Sell section: Contacts Suggested user level: Sell user Description: Create this smart list in your account to manage the company accounts y...
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Katie Dougherty created an article,
Sell Smart list recipe: Deals: My deal pipeline
About the smart list Smart list name: My deal pipeline Sell section: Deals Suggested user level: Sell user Description: Create this smart list in your account to manage all deals assigned to you. P...
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Katie Dougherty created an article,
Sell Smart list recipe: Deals: Deals closing this month
About the smart list Smart list name: Deals closing this month Sell section: Deals Suggested user level: Sell user or manager Description: In certain periods of the year, sales teams must repriorit...
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Katie Dougherty created an article,
Sell Smart list recipe: Deals: Viewing stagnant deals
About the smart list Smart list name: Forgotten deals Sell section: Deals Suggested user level: Sell user or manager Description: Sometimes a deal will stagnate and be left forgotten in the pipelin...