SOX - Logo - Horizontal - White - Color Swoosh - 06.11.24
Stage 0: Client Agreement
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HubSpot Task: "Client Agreement Follow Up"

Auto-Task [for RTE, every 3 days]

  • A task is automatically assigned to the RTE in HubSpot, and will appear in their Sales Workspace.
  • Once the follow up is attempted, the activity must be logged, and the task must be marked complete.
pp_assets-client_agreement_follow_up_task
  • A new follow up task will be generated for the RTE, every 3 days, until:
    • The Contact executes the agreement
    • or, the Deal Record is moved to Closed Lost.