How to send to sales


In Bloobirds, companies and leads are labeled: green for prospecting and black for sales. Depending on the objects' stage, you'll have to work with them in a concrete tab. Knowing that, here we'll explain to you the process to follow so you can send an object (company and/or lead) from prospect to sales.

Please note! Once you send an object to sales, it cannot be returned!


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