Streamlining Sales Processes with Blueprints

Workflows and automation are nice, and we've talked about how important it is to stick to your sales process (qualifying leads, taking a deal from start to finish). Now it's time to take that process to the next level by using some of the automation features we've learned about. Build a deal or lead blueprint and create criteria to decide when a step should take place, what should be completed during the step, and what happens afterwards. Also learn about ways to automate the process even more with SLAs, common transitions and more.