Introducing Task Manager for LeadMaster - Time-based Automation for Lead Management and Sales Management
LeadMaster tasks can be assigned to one or more reps for specific records (leads and accounts). Each task has a condition that must be completed in a specific period of time. Examples of possible conditions include things like making sure the lead has been contacted or updating the sales progress. If the condition is not satisfied within that time period then the Task Manager triggers one or more actions (e.g. reassign the account, notify the sales manager etc). The tasks,...
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