- Any time you successfully make contact with a person.
- Any time a contact completes the action described by the first deal stage.
- Any time a contact buys from you.
- Any time you identify a contact or company as a “good fit” for your offering.
When creating an email template, how would you add the next steps? For example, “If you’d still like to talk about this, please let me know the best time to reach you.”
Personalization tokens Fill-in-the-blank areas Static text None of the above