Pause an action plan, and apply a new action plan in Follow Up Boss when deal stage updates
Pause an action plan, and apply a new action plan in Follow Up Boss when deal stage updates
Pause your current action plan and apply a new one when a deal stage updates in Follow Up Boss. This keeps your workflow aligned with client progress, ensuring timely follow-ups and improved engagement.
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Overview
Pause your current action plan and apply a new one when a deal stage updates in Follow Up Boss. This keeps your workflow aligned with client progress, ensuring timely follow-ups and improved engagement.