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CRM software: What's a best practice workflow for using a CRM software E.g. #1 meet lead, #2 enter lead into CRM, #3 schedule follow-up activities with lead, etc.
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Greg Meyer, Customer Success and Product Leader answered:

The best practice workflow for using a CRM is: model something that already works. Imagine a very high-touch process where you list all of the steps for the "happy path" of a successful sale. Then, model that same process in your CRM.

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