Create a simple sales process that includes the following items:
1. Automatically create a new activity of type task to remind a specific salesperson to update the close date, estimated revenue, and probability to close on the opportunity.
2. Plan for and schedule a demonstration of a product.
3. Follow up on the demonstration.
Outline the sales process that Wild Landscaping might be using. Start with a warm referral to a person in a company in your area. What happens after that introduction? Can any of these steps be automated? Which steps? What are some of the other things you might have to do if you start with this warm lead?