Templates
Starter Template
Weekly Sales Meeting
Weekly Sales Meeting
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Weekly Sales Meeting

This workflow example helps keep your sales activities on track.

1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations
4) Schedule it

Visit our Knowledge Base for guidance https://www.process.st/help/
1
Meeting Details
2
✅ Deals Won
3
❌ Deals Lost
4
MTD/YTD Revenue Closed
5
Remaining Revenue to Close This Month
6
Best Case Opps to Close This Month
7
Approval (VP of Sales)
8
Send Meeting Notes to Slack