Sales Pipeline

Task and Activity Automation

Task Description

Type of Automation Select Type Email Automation Reminder Automation Reporting Automation Lead Follow-up Automation

Frequency of Automation Select Frequency Daily Weekly Monthly As Needed

Add Task

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Current Automated Tasks

• Email Automation for Follow-ups
  Type: Email | Frequency: Daily
  Active
• Weekly Reminder for Team Meetings
  Type: Reminder | Frequency: Weekly
  Active