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Theodore Lowe, Ap #867-859
Sit Rd, Azusa New York

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CRM Pipeline

  • Create a pipeline for managing incoming leads or requests that is adaptable to your team’s needs for any type of contact or customer relationship management.
  • Organize contact info and notes on each lead’s card.
  • Keep assets in one centralized location by attaching all the relevant materials, like emails and follow-up requests to cards.
  • Keep business development on track by assigning team members and due dates to tasks, then watch as they move the card through the process from “Incoming” to “Done.”
  • This process can be adapted to an incoming ticketing system for any contact or user management: Capturing Sales Leads, Customer Support tickets, etc.

For more Trello sales tips check out the Trello Sales playbook.

Author : Trello Team

Source : Trello Templates

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