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Intro To Bots
Bots - Linkedin
Bots - Customer Lifecycle
Bots - CRM Updates
Bots - Coaching & Guided Selling
Bots - Pipeline Management
No-Code Rules Engine
No-Code AI
No-Code Automation
Activity Tracking - Phone System
Activity Tracking - Sales Dialer
Activity Tracking - Text (SMS/MMS)
Activity Tracking - Email
Activity Tracking - Meeting Tracking & Recorder
Integrations
Features
WhoId/WhatId Autocomplete
CRM Field Updates
Create Objects
Next Step Tasks
Email Notifications
Webhooks
Automated Texting
Data Rollups
No-Code Automation
Next Step Tasks
Automatically assign tasks to users to keep deals on track.
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