Book a demo

Sales & Follow-ups

Structure CRM activities, scheduled tasks, and Dispositions from first touch through Opportunity stages to Customer conversion.

Last updated: August 2026

CRM activities and tasks structure every sales touchpoint. Follow-ups appear on the Lead and Opportunity timeline and can trigger reminder notifications for the next action.

Opportunity workspace with plan line items and stage progression
Opportunity workspace, cropped view of Plan line items and stage progression (object-position: center).

Activities and tasks

  • Log calls, meetings, and notes on Leads and Opportunities.
  • Schedule tasks with due dates; reminders keep agents accountable.
  • Dispositions drive status changes on the Lead record.
  • Supervisors review productivity through CRM reports scoped to TEAM or DEPARTMENT.

Opportunities and conversion

  1. Open an Opportunity from a qualified Lead with Catalog Plan line items.
  2. Progress through negotiation stages with contributor attribution on the deal.
  3. Mark won, a stable Customer record is created and the Lead reaches converted status.
  4. Propose Subscriptions with frozen commercial terms from the Customer workspace.