WEBVTT

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Give a lead a clear next step in Pixie CRM Open
Leads choose Oliver

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Hughes and select Follow-up and qualification
Confirm the prospect

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and the Europe London timezone before entering
the planned action

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Enter a specific internal review action Set the
due date to the

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fifth of November at ten in the morning and
choose Alex Morgan as

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the responsible person A clear action and
deadline make the next

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step easy to find

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Review the due-notification choice This fictional
training example

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leaves it off so it creates no notification Check
the title due

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time and owner then choose Save next action
Saving the plan does

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not contact the prospect or change the lead
status

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Close and reopen the same lead then return to
Follow-up and qualification

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Verify the saved action due time responsible
person and notification

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choice The training lead remains a qualified
enquiry and no customer

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message has been sent