PULSE Academy / CRM and Sales
Never let a conversation go cold.
Intermediate · 5 minutes · Article
On any lead, contact or deal, log activities (calls, meetings, emails, notes) and schedule follow-ups with a due date. Follow-ups appear in the owner's My work and PULSE reminds them when they're due.
Save email templates with {name} placeholders and send emails from the record; every email is logged on its timeline.
Try it: schedule a follow-up for tomorrow on a test contact.