Workflow Management

Design consistent, repeatable processes from first contact to contract, with clear ownership and status at every step.

Outline stages and checklists that reflect how your team works, assign responsibilities with due dates, and track progress at a glance.

Save reusable templates for common scenarios, then adapt them as your process evolves. Gentle automations reduce manual handoffs, while a lightweight activity log shows who did what and when. With simple overviews and alerts that highlight bottlenecks before they stall deals, everyone knows what’s next and nothing gets lost.

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