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How will I handle updating prospects that have wrong phone number or as not interested? Do I add a separate pipeline per category and add trigger for that deal to move from 1 pipeline to the other?

Brad Krause · Accepted Answer

The first thing I do is hit the web to try and find the correct phone number and If I cannot I just create a pinned not in the person record that the phone number is bad. Your other options ...

How will I handle updating prospects that have wrong phone number or as not interested? Do I add a separate pipeline per category and add trigger for that deal to move from 1 pipeline to the other?

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How will I handle updating prospects that have wrong phone number or as not interested? Do I add a separate pipeline per category and add trigger for that deal to move from 1 pipeline to the other?

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