Improve your sales process with activities and to-dos

The Activities section of the contact record helps your team stay on top of their sales efforts and sell art more efficiently.

In this short video, you'll learn how to use the Activities section of the contact record to manage an efficient sales process and stay on top of following up with your contacts:

Suggested Readings

• Use leads and offers to more effectively prioritize sales efforts
• How to delete a payment method from a Contact record
• Store a client payment method without running it