Make it easy for your sales team to work together with comments! After meeting with a lead, your sales team can add comments to the task, and all members of the sales team can see exactly what happened! Format, quote, or even assign comments to another member of the team!
Ready to start handing off some of the basic tasks you do every day? Use Use Custom Fields to add information about your leads so that you can have everything you need to know at your fingertips! Sort and filter these fields to focus on the exact information you need.
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