[0:01]Hey, it's search. In our previous lesson, you organized your pipeline with custom stages and smart filters. Now you have a clean, actionable prospect database. But here's what separates good sales people from great ones: the ability to maintain contacts and collaborate effectively. In this lesson, you'll learn how to add rich contacts to every prospect, never miss not a follow-up, and create seamless hand-offs between team members. These features transform CRM chat from a personal tool into a team-powered sales machine. Let's get started. To add a note to the deal, you go to mini app, you open a deal card and you click add note here. I will just write test note for this demo and hit create note. Okay, so we created a note and as always, if you have any important information about the deal, you just add this information here and you never lose it. Now, let's explore two ways of adding reminders to the deal. I think it's the most important part of working in CRM to never forget anything, to not forget any task. The first way of doing this is by adding a reminder through the deal card. Let's say I need to send documents to George. Here I'll add some test description. August 12th, tomorrow at 10:00 works for me, create reminder. Okay, so here I see my reminder. Now, another way of doing that is by sending it to the chat. Let's say you have a lot of deals in your pipeline, it's it takes too long to find them. And you just want to send it through the through the chat interface. So you just find, you just write George George Levin, um add a reminder to send docs on Thursday at 3:00. So our AI will process the message that you send. It will find a similar lead, which is George Levin, which is correct, and I choose to update my current deal. Okay, so now we see that the new reminder was created to send documents and it should remind me. CRMT should remind me on Thursday at 3:00 p.m.. Let's just double check it in our mini app. Okay, so now we see that there is a reminder that I created myself manually in the deal card and another reminder which I created through the chat interface. To make, um reminders to mark reminders as complete, to mark these tasks as complete, you just click the tick here and you won't receive any more reminders about that task. Let's just take a look at how these reminders what these reminders look like.
[2:56]Um here you can see, um so first, first of all, you will receive every everyday you receive a daily digest with all the tasks for for the day at 10:00 in the morning. And next, when the time comes for the for the actual reminder, you will receive this exact reminder at the time that you have set. Here you'll have options to update the reminder in case you decided to postpone the task or you can mark it as complete, or you can just open a deal card and make some more edits manually. So now speaking of team collaboration, this is the feature that we're still working on, but maybe, um at the time when you you watch this video, by the time you watch this video, maybe this feature is already live. But what we are working on is for you to be able to communicate on the deal with your teammatess right within CRM chat. We believe that it's important that you keep all the contacts about the deal inside the card instead of having separate chats or you know, lose this information somewhere, um somewhere along the way, uh when you have a lot of chats and a lot of conversations with your teammates. So what we're working on is for you to be able to add information here. Let's say I want to say that I sent I sent documents tomorrow. Why you why did you send it again? So our idea is to make these notes as the chat between teammates and so G will receive the notification on CM chat that he was tagged by me and the message that I sent. So this way, all the contacts keep inside the deal and you never lose it with your teammates. Excellent. Now you have the tools to maintain perfect contacts on every prospect, never miss important follow-ups, and collaborate seamlessly with your team. Your deals have detailed notes, your reminders keep you on track, and your teammates can jump in on every conversation without missing a beat. This level of organization and collaboration is what turns good sales teams into revenue generating machines. In our next lesson, we'll cover how to create different workspaces to separate workflows on different projects. This is particularly useful for agencies that manage multiple customer accounts. Let's dive in.
