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الفكرة والأداة

الـ CRM مش أرشيف

الـ Pipeline الأساسي

طبّق

تحدي: افتح فرصة كاملة

اختبار الـ 30 ثانية

تحقق: اختبار الـ 30 ثانية

مراجعة سريعة: مصطلحات OPERATE

قبل ما تكمل: نربط كل شي

OPERATE — تجميع العميل، الفرصة، السجل، والـ Next Action بمكان واحد داخل 360GRO أو HubSpot.

الـ CRM مش قاعدة بيانات بس. لازم يجاوب: مين العميل؟ شو صار؟ وين إحنا؟ شو الجاي؟.

05 — OPERATE: Where Does Everything Live?

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