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MakerKids Leaside Support

Joined Apr 15, 2021

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Last activity Oct 16, 2021

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ACTIVITY OVERVIEW

Latest activity by MakerKids Leaside Support

MakerKids Leaside Support created a post,

Post Feedback - Sales CRM (Sell)

If you have automated tasks triggered when you move into a deal stage (ex: stage 1 - set up 3 tasks for client follow up).  But you move on to next stage before tasks complete (ex: reached client after task 1 and sold product then moved to stage 2), the remaining 2 tasks stay open which piles up quickly and is no longer required thereby clogging up your processes.

 

 

Posted Jan 28, 2021 · MakerKids Leaside Support

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