✅ Task 1: Overview

• 3 Pipelines
• 20-20-20 Rule
• Contacts vs Deals
• Creating a New Deal
• Using Deal Name for Ongoing Tracking
• Emails
• Templates
• Tasks
• Navigation
• Adding, Moving, Deleting, Editing
• Rot Rule

🏷️ Labels

Deals

• Struggling
• Stuck
• AFFILIATE

Attribute Labels

• Client - active customer
• Past Client - past customer