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Actualizar el resumen de oportunidades

Introducción

El resumen de oportunidades incluye información de contacto básica para su prospecto y sección de notas. Puede hacer clic en el nombre del prospecto para ver su registro de contacto y / o hacer clic en su dirección de correo electrónico para enviarles un correo electrónico personal. La sección de notas de oportunidad es el mejor lugar para mantener la información que desea "en el frente y en el centro". Es como poner una nota pegajosa en la parte superior del registro de oportunidad.

Utilice esta área para realizar un seguimiento de los puntos específicos de dolor del prospecto, información personal (familia, viajes, aficiones), descripción del negocio, etc. Puede revisar esta información rápidamente cuando llame al prospecto o envíeles un correo electrónico.

Instrucciones paso a paso

1 - Haga clic en Editar para agregar o actualizar las notas de resumen o cambiar el título de oportunidad.

2 - Introduzca o agregue notas y haga clic en Guardar.

3 - Si su resumen de notas de oportunidad es largo, puede hacer clic en Preview Notes para abrirlas en una nueva ventana.

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