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  1. Lead Gen & CRM from Constant Contact
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  3. Sales Optimizer

Sales Optimizer

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  • Sales Optimizer Overview
  • Creating Opportunity Workflows
  • Creating Visual Workflows for New Opportunities
  • Creating Opportunity Automation Based on Pipeline Stage Changes
  • Scheduling Sales Task Reminders in Visual Workflows and Action Groups
  • Sales Optimizer Tasks Report Overview
  • Understanding Generated Account and Opportunity Names

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