4. Track & follow up

4. Track & follow up

  • Create pipeline views - to track your workflows
  • Track & add interactions - see your latest interactions with your team, and add any interactions, both online and offline
  • Add comments - centralize notes on your contacts with your team and attach files to your contacts
  • Set up reminders - create reminders for yourself or your teammates so you never forget to follow up
  • Notifications - manage your tasks in-app (reminders, mentions and assigned contacts)

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