Voters 28
-
-
-
-
-
-
-
P
- + 22 voters
-
L
-
V
-
C
-
C
-
S
-
A
-
D
-
I
-
-
L
-
A
-
-
D
-
E
-
-
J
-
F
-
-
-
-
28
Automations in Kickoff Forms
- Planned
- Subscribe
 |
Gabe (Red Staple) |
I would like to automate my sales/prospecting process.
I use a kickoff form to add a prospect to my CRM via a discovery form, and then I would like to use "Create a Deal" to add them to my deals pipeline. From here I can clearly see what leads are coming in and at what stage they're at in my sales process.
Activity Newest / Oldest
David Macauley
Yes please!
Katelyn
Status changed to: Planned