Add prospects to follow up campaign in PersistIQ, and remove from previous campaign when status changes in Copper
Add prospects to follow up campaign in PersistIQ, and remove from previous campaign when status changes in Copper
Manage your sales opportunities by adding prospects to a follow-up campaign in PersistIQ when their status in Copper changes to 'invoice paid', while removing them from the previous campaign for clearer tracking and engagement.
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Overview
Manage your sales opportunities by adding prospects to a follow-up campaign in PersistIQ when their status in Copper changes to 'invoice paid', while removing them from the previous campaign for clearer tracking and engagement.