<aside> 🎯 The patterns top users follow. Open this once, internalize, then operate.

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What works

• Update Stage on every contact — stale deals die quietly. A weekly review forces honesty.
• Use the Pipeline view in Deals to forecast revenue (sum of Value, weighted by Stage).
• Filter Activity Log by Done = unchecked for your daily call list — it becomes your morning ritual.
• Tag every Contact with Source (Inbound / Referral / Outreach) so you know which channels actually convert.
• Archive lost deals; don't delete. Lost reasons are gold for refining your pitch.
• When a deal closes won, immediately schedule a 90-day follow-up activity. The best customers refer.