I've found the activities really key to staying with a prospect. Every time I just set up my next activity with them and try to be diligent about following through with the activity.
I find the types of activities very practical! I use them in automations and this allows me to be quite precise in their execution! example: automatic renewal of expiry (fiscal or social) - sending of automatic mail - creation of detail - etc ..
example: automatic renewal of expiry (fiscal or social) - sending of automatic mail - creation of detail - etc ..
Where do you leave the results of an activity?
I made a follow up poll to hear how you guys look at it: https://community.pipedrive.com/question/5ea578c1a84eb34e1e173243