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Sales Post Call Wrap-up

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.

More detailed instructions are in the “how-to” doc. Click here to view it.

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