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Define Follow-Up Rules That Make Sense for RevOps

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  1. After that, set follow-up windows. These should reflect buyer urgency, team capacity, business hours, region, and commercial value. Fast is good when urgency is real. Realistic is better than performative. “Define how many attempts should happen, which channels are allowed, how quickly attempts should occur, and when the lead exits active follow-up.” Finally, configure the CRM. The Sales SLA should become system behavior through properties, workflows, routing logic, notifications, tasks, lifecycle stages, validation rules, dashboards, and exception reports.

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