Apptivo CRM's Opportunities App has many features which let you automate your sales process. Sales Stage Activities are one of the latest new tools now available.
For each stage in your sales process, create an automated schedule of emails & activities that should occur. As a sales rep completes one activity, it can trigger the system to send an email out, or schedule another future activity into the sales rep's agenda automatically.
This video will provide a quick overview of the different pipeline management & sales workflow tools you have available, then demonstrate how to use the sales stage activities feature.
To learn more about the triggers feature, check out this video:
• Apptivo Webinar - Automating Processe...
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