Tasks & Questions Added to Leads/Opportunities/Sales Pipeline Pre-Builds

When an opportunity/lead/sales pipeline is created from a pre-build it can now automatically create the tasks and questions you need to qualify

Author: Tim Randall | Last Updated: 07/04/2021

When an opportunity/lead/sales pipeline is created from a pre-build it can now automatically create the tasks and questions you need to qualify and track your opportunity.

Tasks & Questions Added to Leads/Opportunities/Sales Pipeline Pre-Builds

Set these up in the pre-builds for the lead/opportunity/sales pipeline.

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