Which CRM do you use? Doesn’t it have Workflows which do the same?
Valentin Grigoryevskiy

Pipedrive. The closest thing to workflows in CRM’s that I’ve encountered is that which is offered by the Nutshell CRM, however their interface is a little cluttered and their support isn’t as great. Most CRM’s only create the structure but rarely provide the specific instructions as to what you should do next for each phase of the sales funnel.

For those cases you could potentially create a Pipefy Pipe that imitates your lead funnel and all the actions that your sales people would theoretically have to follow and use it for new hires.

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