When it is needed
This task appears when leads and communication come from several channels and management does not see one clear picture of clients, deadlines and results.
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How to Stop Losing Website Leads
A lead is processed when it reaches CRM, gets an owner and becomes part of the sales workflow.
What to configure
Sources, stages, required fields, owners, notifications and reports should be defined. Then CRM becomes a working management system instead of an archive.
How to implement
The process starts with an audit, then the structure is designed, and after that pages, forms, integrations, automation and real scenarios are tested.
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