Lesson 09 of 13 · 2:39
CRM & follow-ups
Leads, customers and reminders, so no enquiry and no anniversary is missed.
In this lesson
- Pipeline and tasksLeads move through stages from new to won, with tasks and owners so nothing is dropped.
- WhatsApp and emailSend quotes, catalogues and greetings from E-Ratna, using your own templates.
- CataloguesPick stones or pieces, share a catalogue link, and see what the buyer looked at.
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