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  • Apollo Housekeeping

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    Rolazski123
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    1. Call dispositions must be updated accurately as they determine which contact stage a lead is sent to. The stage controls whether a contact remains a task in sequences. 2. Key contact stages like scheduled meetings, rescheduled meetings, no-shows, and qualified meetings must be set manually. 3. Custom fields should be edited including meeting dates, reschedule reasons, and non-interest explanations.

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    Apollo crm

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    1. Call dispositions must be updated accurately as they determine which contact stage a lead is sent to. The stage controls whether a contact remains a task in sequences. 2. Key contact stages like scheduled meetings, rescheduled meetings, no-shows, and qualified meetings must be set manually. 3. Custom fields should be edited including meeting dates, reschedule reasons, and non-interest explanations.

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    © All Rights Reserved
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    3 views3 pages

    Apollo Housekeeping

    Uploaded by

    Rolazski123
    1. Call dispositions must be updated accurately as they determine which contact stage a lead is sent to. The stage controls whether a contact remains a task in sequences. 2. Key contact stages like scheduled meetings, rescheduled meetings, no-shows, and qualified meetings must be set manually. 3. Custom fields should be edited including meeting dates, reschedule reasons, and non-interest explanations.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 3

    General

    1. Call Dispositions
    Make sure to update call dispositions accordingly. It is important because it will determine to
    what stage you send your contacts to.
    The stage will determine if the contact will keep appearing in your sequence as tasks or
    not.
    2. Contact Stages

    The stages that need to be manually set are :


    Meeting scheduled, meeting needs to be rescheduled, meeting no show, meeting
    qualified, follow up.

    3. Custom fields
    At the end choose custom fields and edit needed information

    Meeting set date


    Meeting held date
    Meeting rescheduled
    Not interested reasons (choose one form the picklist)
    4. Sequences

    ● SDR’s should be working from appropriate sequences assigned to them (ENGAGE→


    FIND YOUR SEQUENCE) , not from the general ENGAGE tab.
    ● AT some point you will have a lot of leads in the sequence, we strongly recommend to
    use filters to help you navigate through the sequence

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