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You don't want the sales team to own all of those tasks

November 3, 2026

0:31

When a deal gets complicated, people try to fit all of it into the deal pipeline: technical review, executive review, budget conversation. You want the pipeline to show the stage you're in. But "you don't want the sales team to own all of those tasks and projects."

Those things are happening on other systems. Where does that work live in your portal?

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