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How do we know if a salesperson followed up with the leads assigned to them in the CRM?
How do we know if a salesperson followed up with the leads assigned to them in the CRM?

Lead follow-up in CRM

Updated over 4 years ago

Use the Work Board to see all of the deals assigned to any particular salesperson. The Last Contacted At column will show you the last day/time they contacted the client. If it says “NA” they have not yet followed up with the lead, according to the CRM.

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