This project gives the sales team a clearer view of leads and the next action to take. Meeting results and sales activity update records automatically, with checks for missing or repeated information.
What was built
- Update lead and contact status from meeting results and sales activity.
- Create the next work item for a lead and handle missed meetings or unanswered calls.
- Prevent contact rotation when a sales conversation is already underway.
- Find missing and duplicate leads and flag inconsistent customer details.
- Show sales activity and record quality in regular reports.
- Prepare quote templates and refine the setup through regular support.
Recently touched
- 2024-12-30 Send leads to LeadHero Done
- 2024-11-07 Archive some deprecated properties on deals and companies Done
- 2024-11-07 MRR aktiv (calculation field on companies) Done
- 2024-11-07 Update contact.salutation based on an array of names Done
- 2024-10-16 Opener provisioning (Phase two / February milestone) Done
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