Follow-ups, Tasks & Reminders in Thulo CRM

Who this course is for
This course is for business owners, sales teams, and admins who want better discipline in follow-ups and daily sales activities.

What you will learn

• Why follow-ups matter in sales

• Creating tasks linked to leads and deals

• Setting reminders and due dates

• Assigning tasks to team members

• Tracking pending and completed follow-ups

• Common mistakes that cause lost deals

After completing this course, you will be able to

• Never forget a sales follow-up

• Organize daily sales activities clearly

• Improve response time and professionalism

• Increase deal conversion through consistency

Note
This course should be taken after learning sales pipelines and deal stages.

Beginner

English

Course Certificate

0 Enrolled Students

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