Where do you put a conversation and the next task?
Add the person or company to a sales pipeline and record what they agreed to on the relevant record. Add a task to the contact with the action and due date. Before handing it off, check that you can edit the teammate’s calendar.
The help guide says the app emails teammates when you assign them tasks. Keep the first exercise on paper so nobody gets a test notification.
What does it cost to give a teammate access?
The core CRM lists US$15 per user per month plus applicable tax, with a 30-day trial. Count everyone who needs a sign-in.
Which export contains the note or attachment you need?
Contact and pipeline notes live in different exports. Files saved to those notes appear in the uploaded-files export. A permitted user can run narrower exports, and only admins have access to the entire account’s bulk export in Settings.
How would you divide follow-ups between two people?
Draw this on paper with fictional details. Leave accounts and inboxes disconnected, and send no messages.
- Write one agreementA fictional store says it can start next month. Add that detail to its sales card.
- Give a teammate one taskPut “check the first available setup date” on the teammate’s paper calendar. Check that the card and task use the same contact name.
- Find what would leaveMark which notes should appear in the pipeline export and which attachments would need their own download.