PROSPECT SALES CALL: POST CALL WRAP-UP
REMINDER: THIS PAGE SHOULD NO LONGER BE USED
Please update the appropriate deal in ActiveCampaign:
- Login to ActiveCampaign and click the “$” item in the left menu, or click here to go to Deals.
- Filter the type of deal by using the dropdown list at top of page.
- Select the deal by prospect name.
- Update the post-call data fields.