I’m configuring all campaigns with the three dimensional system (Status tags, History tags, System tags etc…) I was wondering if there’s a video tutorial on how to manage internal automation using this 3D principle.
The problem is that i’m having difficulties to understand how to automate sales process (tasks, notes, next action sets) with this system. It seems to me that when i’ll figure it out probably all the sales pipeline will be completely useless because i don’t understand when use next action or tasks or whatever.
I know this question is a little messy, but i would really like to have an exhaustive explanation of sales pipeline automation with campaign builder in order to have my sales rep don’t use any external platform, but she can use IS to manage both the contact record and sales process.
I hope this is clear enough.