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How to Manage Call Outcomes & Build Status-Based Workflows in Shape — Mortgage CRM Training
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YouTubeShape Software
How to Manage Call Outcomes & Build Status-Based Workflows in Shape — Mortgage CRM Training
Get AI-Powered Mortgage CRM: https://setshape.com Call outcomes in Shape give sales teams a powerful way to track call results, organize follow-up activity, and drive more accurate reporting. In this training, you’ll learn how call outcomes work, how they differ from contact statuses, and how to use outcome filtering to control which options ...
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