Check the boxes next to each person and bulk-create a task for all of them. As you create the task, be sure to select the appropriate queue. “Task queue” and “saved filters” are different names for the same thing. Open each contact record and create tasks one at a time. It’s important to create the […]
You can use it to share a document with your contacts and get insights into how they interact with it. You can use it to create customized documents such as personalized quotes. You can use it to take notes about the conversations you have with your contacts throughout your sales process. You can use it […]