Create partnership opportunity follow-up
AK
create a new opp
i spoke with Hany hani@cashflowuae.com from Cash Flow Accounting Services
he is very interested to partner and co-sell it to customers, he is from Al-ain and have to travel to collect reciepts
add a follow up to schedule a google meet today
[Context: the user is on the CRM opportunities list]
10:30
- Create Opportunity·Cash Flow Accounting Services - Partnership
- Log Activity·Log Activity
Created opportunity Cash Flow Accounting Services - Partnership and logged a follow-up meeting task for today to schedule the Google Meet with Hany.
10:30
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