Customize your Sales Pipeline with Custom Tabs - Top Producer® X CRM Quick Start
Customize your Sales Pipeline to the way you do business. Save specific groups to a tab in your pipeline and then set how often you want them to hear from you. With just a quick glance, you’ll see who you need to follow up with.
For more info, see this article: https://hub.topproducer.com/product-u...
For more on these setup steps, see our Quick Start Guide: https://www.topproducer.com/campus/x/...
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