Pipeline in depth: staying in touch

Logging activities on contacts and deals, messaging a contact, how often to talk, reminders, following a record, follow-up tasks, and choosing what reaches you.

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Language
English
Length
4:31
Subtitles
English

Chapters

  1. 0:00Where this lives
  2. 0:27Log an activity on a contact
  3. 0:53The same history from a deal
  4. 1:15One activity, many contacts
  5. 1:35Who did we actually reach?
  6. 1:49Message a contact and read the thread
  7. 2:07How often should we talk?
  8. 2:25Remind me
  9. 2:44When PanLuma reminds you on its own
  10. 3:02Follow a record
  11. 3:19Follow-up tasks
  12. 3:41Choose what reaches you, and how
  13. 3:59Ask Luma
  14. 4:22Wrap-up

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