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My follow-up cadence is over for my CRM lead, what should I do?

Lead follow-up after CRM cadence is over

Updated over 4 years ago

From the Contact Record, make sure all pending tasks get cleared out and then edit the Deal, marking it Won or Lost. If the cadence ends without customer re-engagement, mark it as Lost. If you did speak to the customer and they purchased from you, mark the Deal as Won.

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