Keeping Salespeople on Task and Consistent: Pipeliner Automated Sales Step Tasks




About this tutorial:

Video duration: 2:41
Task Automatization allows you to setup tasks that are created automatically when moving from stage to stage. This saves both managers and salespeople from having to manually create duplicate tasks that are relevant to more than one sales stage.

But also when i finish this task, it gets checked in Sales Activities Checklist in opportunity detail. Once i finish all these tasks, i can then move my opportunity to next stage.

When the opportunity is finally closed, all tasks, will be closed as well, so you won’t get unnecesary…

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