Add predefined Sales Actions
I am an avid www.onepagecrm.com user and have led several webinars training Beachbody Coaches how to use it for our workflow. However, I am loving this new site and have a few suggestions that would be a no-brainer for me to switch:
(1) I use a 7-Step Funnel System in my other CRM. I am able to type "#1" and it auto-populates that sales action.
#1 like/comment on their posts (4 days) Edit
#2 like/comment. Message to connect. "Hi [Firstname]! I thought your recent post was [helpful/funny/cute]! How are you?" (5 days) Edit
#3 like/comment. Check message history/follow up. FORM (ask about them) (4 days) Edit
#4 like/comment. Follow up in messages (con't FORM) (3 days) Edit
#5 like/comment. Invite to CG or Coach Opp (use "random" script or Sneak Peek) (2 days) Edit
#6 like/comment. Did they respond? Remind them of deadline "...dont miss out" (2 days) Edit
#7 like/comment. If they didn't respond to past two messages, put back in rotation. (90 days) Edit
#8 Challenger: Ordered Challenge Pack (check COO & points) (1 day) Edit
#9 Challenger: Send Thank You Video (4 days) Edit
I'd love to be able to craft sales actions like this so I know what action to take with each connection.
(2) I'd also like to see my month's goals and how I can "catch up" if I miss a day or two. So if I happen to take the weekends off, I can adjust the daily goals.
thank you!
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Official comment
Laura, thank you for your suggestions. We think this is a really cool idea!
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