Why must I create a Pending Task and complete it in the CRM?

Creating and completing CRM tasks

Updated over a week ago

Pending tasks help organize the follow-up cadences. If a shopper isn’t ready to buy after your initial follow-up, pending tasks should be used as a reminder to follow up later. We recommend 3 to 5 follow-up attempts, performed over 7 to 10 business days, as a standard cadence.

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