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Changing Sales Statuses and Deleting Open Action within Web Control

Ed Agner avatar
Written by Ed Agner
Updated over 6 years ago

After an action is made with a prospect (email sent, phone call note added, meeting note added), you can change the prospect's status and delete any open actions that are no longer applicable. ย 
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  • From the Status list, select a new status and click Finish.

  • Select the actions you want to delete and click Continue.

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