Prospecting Process

Enter your prospects data and follow up on them in dynzup. If you need to assign a prospect to someone in your team, you can define it at each step.

Visualize every step of their journey and connect the process with all the activities performed by each department (marketing, legal, accounting, sales, administration, etc.).

What can you do with this template?

• Adapt the template: You can adapt this template as it best suits your needs. Contacting and following up with customers is tedious, and sometimes we forget things. In dynzup, you can manage everything without having to leave the platform.

• Save money and time: Save time in generating a prospecting process! You can use this template or create another process in minutes.

• Assign prospects to your team: If you have a team, you can integrate them into the template. Give them access to do specific steps or specific tasks.

• Make video calls with your prospects: Make the first approach by scheduling a video call with your prospects!

Cover all your needs with this template and streamline your processes:

- Automate: Create automatic processes to have automatic results. Without the need to code, use this template that, in a matter of minutes, will help you to visualize your processes better.

- Customize: No need to create the template from scratch. Add the elements you need to have the desired process and adapt it to your needs.

- Improve your relationships: with your customers and teamwork. Create unique processes for your services and others to keep on track with your company.

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