Dear Twentysomething cover image

Solo Episode: My CRM Walkthrough

Dear Twentysomething

00:00

How to Use a CRM to Communicate With Your Contacts

Closing has this baked in is they have a bunch of tasks and you can set a date for them. It's extremely, extremely helpful because it's tying my next steps to the individual contact. And then of course it aggregates my tasks chronologically. So every week I can go through and make sure I'm not missing anything. If a task has been outstanding for too long, I can follow up on it.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app