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DEEP DIVES
Lessons
Getting started
Email effectively
Track people and companies
Prioritize your work
Getting started
Email effectively
Track people and companies
The box view
This lesson will be available soon ;)
A box holds information about one thing that you’re tracking through a pipeline - it could be a sales lead, a support ticket, a candidate for a job, or anything else.
In this video, we’ll explore each section of the box view, how you can edit boxes, and where you’ll find box information.
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