Documentation / Lead & Pipeline Management (CRM) CRM Activities & Follow-up Workflows Updated 2026-08-28 Copy link Print In this section Track personal opportunities, priority ratings, and next scheduled follow-up actions Provides sales reps with a focused view of their assigned inquiries, enabling… Manage team activity boards, phone call logs, site survey tasks, and overdue actions Serves as an operational mission control for all client interactions… Coordinate team calendars, measurement schedules, and client showroom consultations Synchronizes sales team and technical estimator calendars to avoid scheduling… Configure automated Activity Plans for standardized project onboarding workflows Enables sales operations managers to design standardized sequences of… Define custom fenestration activity types, chaining rules, and automated mail templates Configures granular activity categories tailored to window and door fabrication… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo