In the "View Activities" section of the CRM, clients can access a comprehensive overview of follow-ups related to leads and deals. This feature allows for efficient prioritization of tasks, assignment of responsibilities, and real-time tracking of progress to ensure timely completion of critical activities. Clients can easily monitor interactions and engagements associated with leads and deals, enabling effective management of customer relationships and sales processes.
The "Reminders" section within the CRM allows clients to manage their tasks and work efficiently. Here, clients can view and track all tasks they have set for themselves, ensuring nothing gets overlooked. Reminders help clients stay organized by providing a centralized place to monitor and manage their activities, promoting productivity and ensuring important tasks are completed on time.
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