What’s The Best Way To Create An End-Of-The-Month To-Do List?

By | February 17, 2021

What’s The Best Way To Create An End-Of-The-Month To-Do List?

  • By creating a saved filter of contacts who haven’t been followed up with recently.
  • By creating a saved filter of contacts who have multiple deals associated with them.
  • By using the Deal Forecast to view the deals that are closest to closing and sorting them by the amount they’re worth.
  • By using the Deal Board to see how many deals are near the end of your sales process.