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    CRM Product Updates

    Lead Prioritization with Lead Feed, Powered by Real Intelligence

    CRM Update: Status Bar and Urgency Messaging

    Updates

    CRM Update: Status Bar and Urgency Messaging

    We set out researching industry best practices, interviewing customers, and talking to our Coaches so that we could better understand how to improve the CRM’s default Statuses and Urgencies.

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    Professor
    26 Apr 2022 • 7min
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    Getting the Most Out of a CRM Platform w/ Craig Schneider

    Keeping It Real

    Getting the Most Out of a CRM Platform w/ Craig Schneider

    Craig tried several platforms on the understanding that he would have full backend access to adjust his pages and make the integrations he desired.

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    Professor
    3 Oct 2021 • 5min
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