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  GoCollect on GoDial: A Complete Guide Ensuring timely and efficient payment collection is a critical aspect of running a business. To help simplify this process, GoDial CRM introduces GoCollect , a feature designed to automate and streamline payment collection.  With GoCollect, you can send payment requests, track their status in real-time, and automate reminders for overdue payments—all within the GoDial platform. This helps reduce manual follow-ups, improve cash flow, and ensure a smoother payment process. In this article, we’ll dive into how GoCollect works and how it can enhance your payment collection workflow in GoDial. What is GoCollect? GoCollect is a payment collection feature integrated into GoDial CRM that enables businesses to send payment requests to customers and easily track the status of these payments. It is designed to automate and manage the collection of payments after a sale is made, reducing manual efforts and the risk of delayed payments. GoCollect ...
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  How to Create Tasks in GoDial CRM Managing tasks effectively is essential for any sales team to stay organized and on top of their leads, follow-ups, and deals. In GoDial CRM , creating and assigning tasks helps sales teams streamline their workflow and ensure that no important actions fall through the cracks. With tasks, you can set reminders for calls, follow-ups, meetings, or any other activity necessary to move your leads through the sales pipeline. In this article, we’ll walk through the step-by-step process of how to create tasks in GoDial and how they can be leveraged to improve sales performance. What is a Task in GoDial CRM? A task in GoDial CRM represents any activity or action that needs to be completed by a sales rep, such as making a phone call, sending an email, scheduling a meeting, or following up with a lead. Tasks can be assigned to team members, prioritized, and linked to specific contacts or leads, ensuring that every necessary action is documented and tracke...
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  What Is a Pipeline and How To Use It?  In order to secure leads, it is essential to navigate through them at every stage of the sales funnel. Godial offers pipeline automation to optimize your workflow and expand your conversions.  Each stage in the pipeline represents a step closer to making a sale, from the initial contact with a potential customer to closing the deal. A well-structured sales pipeline helps sales teams track, manage, and optimize their interactions with leads and customers to maximize conversions.  Moving Contacts Through Different Stages in GoDial CRM GoDial CRM helps you manage your contacts and leads as they move through these stages. Here’s how contacts can move through different stages in the sales pipeline using GoDial: 1. Lead Capture: GoDial CRM captures leads from various sources, such as manual entry, automated forms, or importing lists. These leads are automatically placed in the Lead Generation stage. Example: A lead fills out a fo...
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